Planning Directions’s United States Oil Fund USO Stock Holding History

Planning Directions’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 Q2	–	Sell	-5,927	Closed	-$458K	–	115
2025 Q1	$458K	Buy	+5,927	New	+$452K	0.2%	69

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

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

HFM

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

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

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

Planning Directions's USO Position: Q2 2025 in Review

Planning Directions sold out of United States Oil Fund (USO) in Q2 2025, closing a stake of 5,927 shares — an estimated $458K sold.

Planning Directions first reported a position in USO in Q1 2025 and held it in 1 quarter. The position peaked at $458K in Q1 2025. 148 funds tracked by Wall St. Rank hold USO as of Q2 2025.

Planning Directions reported no remaining United States Oil Fund position as of Q2 2025 after selling out during the quarter.
Planning Directions sold 5,927 United States Oil Fund shares in Q2 2025, an estimated $458K.
Planning Directions first reported a position in United States Oil Fund in Q1 2025 and held it in 1 quarter.
Planning Directions's United States Oil Fund position peaked at $458K in Q1 2025.
148 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2025.

Based on Planning Directions's 13F filing for Q2 2025, filed 1 Aug 2025.