Orion Portfolio Solutions’s United States Oil Fund USO Stock Holding History

Orion Portfolio Solutions’s Portfolio USO Stock Details USO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,835	Closed	-$214K	–	1982
2024 Q4	$214K	Buy	+2,835	New	+$207K	﹤0.01%	1724
2023 Q1	–	Sell	-3,010	Closed	-$211K	–	1614
2022 Q4	$211K	Buy	+3,010	New	+$211K	0.01%	765
2022 Q3	–	Sell	-3,051	Closed	-$245K	–	755
2022 Q2	$245K	Buy	3,051 +295	+11%	+$23.9K	0.01%	607
2022 Q1	$204K	Buy	+2,756	New	+$185K	0.01%	679
2020 Q3	–	Sell	-4,964	Closed	-$139K	–	1966
2020 Q2	$139K	Buy	+4,964	New	+$136K	0.01%	476
2020 Q1	–	Sell	-315	Closed	-$32K	–	2327
2019 Q4	$32K	Buy	+315	New	+$29.9K	﹤0.01%	659

Other funds holding USO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jain Global New York $24.2B AUM 34.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Orion Portfolio Solutions's USO Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of United States Oil Fund (USO) in Q1 2025, closing a stake of 2,835 shares — an estimated $214K sold.

Orion Portfolio Solutions first reported a position in USO in Q4 2019 and held it in 6 quarters. The position peaked at $245K in Q2 2022. 148 funds tracked by Wall St. Rank hold USO as of Q1 2025.

Orion Portfolio Solutions reported no remaining United States Oil Fund position as of Q1 2025 after selling out during the quarter.
Orion Portfolio Solutions sold 2,835 United States Oil Fund shares in Q1 2025, an estimated $214K.
Orion Portfolio Solutions first reported a position in United States Oil Fund in Q4 2019 and held it in 6 quarters.
Orion Portfolio Solutions's United States Oil Fund position peaked at $245K in Q2 2022.
148 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.