Rothschild Investment LLC’s United States Oil Fund USO Stock Holding History

Rothschild Investment LLC’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	$3.94K	Hold	37	–	–	﹤0.01%	2416
2026 Q1	$4.71K	Hold	37	–	–	﹤0.01%	2082
2025 Q4	$2.56K	Hold	37	–	–	﹤0.01%	2241
2025 Q3	$2.73K	Hold	37	–	–	﹤0.01%	2029
2025 Q2	$2.71K	Hold	37	–	–	﹤0.01%	1856
2025 Q1	$2.86K	Buy	37 +6	+19%	+$458	﹤0.01%	1695
2024 Q4	$2.34K	Hold	31	–	–	﹤0.01%	1716
2024 Q3	$2.17K	Hold	31	–	–	﹤0.01%	1679
2024 Q2	$2.47K	Hold	31	–	–	﹤0.01%	1330
2024 Q1	$2.44K	Hold	31	–	–	﹤0.01%	1194
2023 Q4	$2.07K	Buy	+31	New	+$2.25K	﹤0.01%	1143
2020 Q2	–	Sell	-1,500	Closed	-$51K	–	447
2020 Q1	$51K	Buy	+1,500	New	+$116K	0.01%	415

Other funds holding USO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Rothschild Investment LLC's USO Position: Q2 2026 in Review

Rothschild Investment LLC held its United States Oil Fund (USO) position steady in Q2 2026 at 37 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

Rothschild Investment LLC first reported a position in USO in Q1 2020 and has held it in 12 quarters since. The position peaked at $51K in Q1 2020. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

Rothschild Investment LLC held 37 shares of United States Oil Fund worth $3.94K as of Q2 2026.
Rothschild Investment LLC left its United States Oil Fund share count unchanged in Q2 2026.
United States Oil Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2416 holding.
Rothschild Investment LLC first reported a position in United States Oil Fund in Q1 2020 and has held it in 12 quarters since.
Rothschild Investment LLC's United States Oil Fund position peaked at $51K in Q1 2020.
172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.