RFP
USO icon

Root Financial Partners’s United States Oil Fund USO Stock Holding History

Root Financial Partners’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
-200
Closed -$14.8K – 2530
2025
Q3 		$14.8K Buy
+200
New +$15K ﹤0.01% 1272

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

Root Financial Partners's USO Position: Q4 2025 in Review

Root Financial Partners sold out of United States Oil Fund (USO) in Q4 2025, closing a stake of 200 shares — an estimated $14.8K sold.

Root Financial Partners first reported a position in USO in Q3 2025 and held it in 1 quarter. The position peaked at $14.8K in Q3 2025. 141 funds tracked by Wall St. Rank hold USO as of Q4 2025.

  • Root Financial Partners reported no remaining United States Oil Fund position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 200 United States Oil Fund shares in Q4 2025, an estimated $14.8K.
  • Root Financial Partners first reported a position in United States Oil Fund in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's United States Oil Fund position peaked at $14.8K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.