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Reilly Financial Advisors’s United States Oil Fund USO Stock Holding History

Reilly Financial 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
2016
Q2 		– Sell
-350
Closed -$27K – 977
2016
Q1 		$27K Hold
350
– – ﹤0.01% 511
2015
Q4 		$31K Buy
+350
New +$37.3K 0.01% 483

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Reilly Financial Advisors's USO Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in United States Oil Fund (USO) in Q4 2021: 187 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #720 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in USO as recently as Q2 2021.

Reilly Financial Advisors first reported a position in USO in Q2 2015 and has held it in 24 quarters since. The position peaked at $36K in Q2 2015. 196 funds tracked by Wall St. Rank hold USO as of Q4 2021.

  • Reilly Financial Advisors held 187 shares of United States Oil Fund worth $10K as of Q4 2021.
  • United States Oil Fund was a new Reilly Financial Advisors position in Q4 2021.
  • United States Oil Fund made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #720 holding.
  • Reilly Financial Advisors first reported a position in United States Oil Fund in Q2 2015 and has held it in 24 quarters since.
  • Reilly Financial Advisors's United States Oil Fund position peaked at $36K in Q2 2015.
  • 196 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.