Rockefeller Capital Management
USO icon

Rockefeller Capital Management’s United States Oil Fund USO Stock Holding History

Rockefeller Capital Management’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
2026
Q2 		$921K Buy
8,651
+94
+1% +$12.3K ﹤0.01% 1755
2026
Q1 		$1.09M Buy
8,557
+1,399
+20% +$124K ﹤0.01% 1572
2025
Q4 		$495K Sell
7,158
-16,915
-70% -$1.19M ﹤0.01% 1907
2025
Q3 		$1.78M Sell
24,073
-10,807
-31% -$811K ﹤0.01% 1207
2025
Q2 		$2.55M Sell
34,880
-1,317
-4% -$92K 0.01% 1024
2025
Q1 		$2.8M Buy
36,197
+2,320
+7% +$177K 0.01% 912
2024
Q4 		$2.56M Buy
33,877
+17,990
+113% +$1.31M 0.01% 927
2024
Q3 		$1.11M Buy
15,887
+3,918
+33% +$294K ﹤0.01% 1201
2024
Q2 		$953K Buy
+11,969
New +$929K ﹤0.01% 1223
2023
Q2 		– Sell
-4,137
Closed -$274K – 2029
2023
Q1 		$274K Buy
4,137
+500
+14% +$33.3K ﹤0.01% 1635
2022
Q4 		$254K Buy
3,637
+1,768
+95% +$124K ﹤0.01% 1557
2022
Q3 		$121K Buy
1,869
+1,525
+443% +$112K ﹤0.01% 1885
2022
Q2 		$27K Buy
344
+312
+975% +$25.3K ﹤0.01% 2588
2022
Q1 		$2K Hold
32
– – ﹤0.01% 3648
2021
Q4 		$1K Hold
32
– – ﹤0.01% 3700
2021
Q3 		$1K Buy
+32
New +$1.56K ﹤0.01% 3626
2021
Q2 		– Sell
-512
Closed -$20K – 3614
2021
Q1 		$20K Sell
512
-500
-49% -$19.6K ﹤0.01% 2287
2020
Q4 		$33K Hold
1,012
– – ﹤0.01% 1830
2020
Q3 		$28K Hold
1,012
– – ﹤0.01% 1683
2020
Q2 		$28K Buy
+1,012
New +$27.7K ﹤0.01% 1566

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Rockefeller Capital Management's USO Position: Q2 2026 in Review

Rockefeller Capital Management increased its United States Oil Fund (USO) stake by 1.1% in Q2 2026, buying an estimated $12.3K and bringing the position to 8,651 shares worth $921K. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Rockefeller Capital Management first reported a position in USO in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.8M in Q1 2025. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Rockefeller Capital Management held 8,651 shares of United States Oil Fund worth $921K as of Q2 2026.
  • Rockefeller Capital Management bought 94 United States Oil Fund shares in Q2 2026, an estimated $12.3K.
  • United States Oil Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1755 holding.
  • Rockefeller Capital Management first reported a position in United States Oil Fund in Q2 2020 and has held it in 20 quarters since.
  • Rockefeller Capital Management's United States Oil Fund position peaked at $2.8M in Q1 2025.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.