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Roxbury Financial’s United States 12 Month Oil Fund, USL Stock Holding History

Roxbury Financial’s Portfolio USL Stock Details USL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$105K Sell
2,308
-1,517
-40% -$77.4K 0.08% 141
2026
Q1 		$184K Hold
3,825
– – 0.17% 101
2025
Q4 		$127K Buy
3,825
+2,158
+129% +$73.6K 0.11% 117
2025
Q3 		$59.3K Hold
1,667
– – 0.05% 163
2025
Q2 		$58.5K Hold
1,667
– – 0.06% 159
2025
Q1 		$62.4K Hold
1,667
– – 0.06% 152
2024
Q4 		$61K Buy
+1,667
New +$62K 0.06% 145

Other funds holding USL

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Roxbury Financial's USL Position: Q2 2026 in Review

Roxbury Financial reduced its United States 12 Month Oil Fund, (USL) stake by 40% in Q2 2026, selling an estimated $77.4K and leaving 2,308 shares worth $105K. The position accounts for 0.08% of the portfolio, ranked #141.

Roxbury Financial first reported a position in USL in Q4 2024 and has held it in 7 quarters since. The position peaked at $184K in Q1 2026. 3 funds tracked by Wall St. Rank hold USL as of Q2 2026.

  • Roxbury Financial held 2,308 shares of United States 12 Month Oil Fund, worth $105K as of Q2 2026.
  • Roxbury Financial sold 1,517 United States 12 Month Oil Fund, shares in Q2 2026, an estimated $77.4K.
  • United States 12 Month Oil Fund, made up 0.08% of Roxbury Financial's portfolio in Q2 2026, its #141 holding.
  • Roxbury Financial first reported a position in United States 12 Month Oil Fund, in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's United States 12 Month Oil Fund, position peaked at $184K in Q1 2026.
  • 3 funds tracked by Wall St. Rank held United States 12 Month Oil Fund, as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.