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Principal Securities’s United States Oil Fund USO Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,258
Closed -$92.8K – 3400
2025
Q3 		$92.8K Buy
1,258
+2
+0.2% +$150 ﹤0.01% 1628
2025
Q2 		$91.8K Sell
1,256
-198
-14% -$13.8K ﹤0.01% 1584
2025
Q1 		$110K Hold
1,454
– – ﹤0.01% 1397
2024
Q4 		$110K Sell
1,454
-30
-2% -$2.19K ﹤0.01% 1397
2024
Q3 		$104K Sell
1,484
-7
-0.5% -$525 ﹤0.01% 1378
2024
Q2 		$119K Hold
1,491
– – ﹤0.01% 1250
2024
Q1 		$117K Sell
1,491
-120
-7% -$8.66K ﹤0.01% 1218
2023
Q4 		$107K Buy
+1,611
New +$117K ﹤0.01% 1167

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Principal Securities's USO Position: Q4 2025 in Review

Principal Securities sold out of United States Oil Fund (USO) in Q4 2025, closing a stake of 1,258 shares — an estimated $92.8K sold.

Principal Securities first reported a position in USO in Q4 2023 and held it in 8 quarters. The position peaked at $119K in Q2 2024. 141 funds tracked by Wall St. Rank hold USO as of Q4 2025.

  • Principal Securities reported no remaining United States Oil Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,258 United States Oil Fund shares in Q4 2025, an estimated $92.8K.
  • Principal Securities first reported a position in United States Oil Fund in Q4 2023 and held it in 8 quarters.
  • Principal Securities's United States Oil Fund position peaked at $119K in Q2 2024.
  • 141 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.