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

Regal 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
2022
Q2 		– Sell
-3,887
Closed -$288K – 561
2022
Q1 		$288K Buy
+3,887
New +$261K 0.03% 419
2018
Q4 		– Sell
-4,452
Closed -$553K – 367
2018
Q3 		$553K Buy
4,452
+79
+2% +$9.13K 0.12% 179
2018
Q2 		$527K Buy
4,373
+497
+13% +$54.5K 0.16% 156
2018
Q1 		$406K Sell
3,876
-154
-4% -$15.6K 0.09% 198
2017
Q4 		$387K Buy
+4,030
New +$358K 0.09% 200
2017
Q1 		– Sell
-4,198
Closed -$394K – 275
2016
Q4 		$394K Buy
+4,198
New +$371K 0.11% 174
2015
Q4 		– Sell
-1,218
Closed -$143K – 847
2015
Q3 		$143K Buy
1,218
+170
+16% +$20.9K 0.04% 292
2015
Q2 		$166K Sell
1,048
-3,937
-79% -$625K 0.04% 268
2015
Q1 		$672K Buy
4,985
+4,952
+15,006% +$713K 0.17% 135
2014
Q4 		$5K Sell
33
-4,188
-99% -$929K ﹤0.01% 757
2014
Q3 		$1.16M Buy
4,221
+2,255
+115% +$650K 0.35% 84
2014
Q2 		$611K Buy
+1,966
New +$590K 0.22% 114
2014
Q1 		– Sell
-113
Closed -$32K – 940
2013
Q4 		$32K Hold
113
– – 0.02% 365
2013
Q3 		$33K Hold
113
– – 0.02% 377
2013
Q2 		$31K Buy
+113
New +$30.3K 0.02% 369

Other funds holding USO

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Regal Investment Advisors's USO Position: Q2 2022 in Review

Regal Investment Advisors sold out of United States Oil Fund (USO) in Q2 2022, closing a stake of 3,887 shares — an estimated $288K sold.

Regal Investment Advisors first reported a position in USO in Q2 2013 and held it in 15 quarters. The position peaked at $1.16M in Q3 2014. 204 funds tracked by Wall St. Rank hold USO as of Q2 2022.

  • Regal Investment Advisors reported no remaining United States Oil Fund position as of Q2 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 3,887 United States Oil Fund shares in Q2 2022, an estimated $288K.
  • Regal Investment Advisors first reported a position in United States Oil Fund in Q2 2013 and held it in 15 quarters.
  • Regal Investment Advisors's United States Oil Fund position peaked at $1.16M in Q3 2014.
  • 204 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2022.

Based on Regal Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.