Powell Investment Advisors’s United States Oil Fund USO Stock Holding History

Powell Investment Advisors’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
2024 Q4	–	Sell	-42,560	Closed	-$2.98M	–	166
2024 Q3	$2.98M	Buy	42,560 +15,100	+55%	+$1.13M	1.39%	13
2024 Q2	$2.19M	Buy	27,460 +13,000	+90%	+$1.01M	1.13%	14
2024 Q1	$1.14M	Hold	14,460	–	–	0.6%	26
2023 Q4	$964K	Buy	+14,460	New	+$1.05M	0.53%	29

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

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

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

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

Powell Investment Advisors's USO Position: Q4 2024 in Review

Powell Investment Advisors sold out of United States Oil Fund (USO) in Q4 2024, closing a stake of 42,560 shares — an estimated $2.98M sold.

Powell Investment Advisors first reported a position in USO in Q4 2023 and held it in 4 quarters. The position peaked at $2.98M in Q3 2024. 171 funds tracked by Wall St. Rank hold USO as of Q4 2024.

Powell Investment Advisors reported no remaining United States Oil Fund position as of Q4 2024 after selling out during the quarter.
Powell Investment Advisors sold 42,560 United States Oil Fund shares in Q4 2024, an estimated $2.98M.
Powell Investment Advisors first reported a position in United States Oil Fund in Q4 2023 and held it in 4 quarters.
Powell Investment Advisors's United States Oil Fund position peaked at $2.98M in Q3 2024.
171 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2024.

Based on Powell Investment Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.