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Sovereign Financial Group’s United States Oil Fund USO Stock Holding History

Sovereign Financial Group’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 		$750K Sell
7,044
-6,697
-49% -$878K 0.11% 164
2026
Q1 		$1.75M Buy
+13,741
New +$1.22M 0.3% 62

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

Sovereign Financial Group's USO Position: Q2 2026 in Review

Sovereign Financial Group reduced its United States Oil Fund (USO) stake by 49% in Q2 2026, selling an estimated $878K and leaving 7,044 shares worth $750K. The position accounts for 0.11% of the portfolio, ranked #164.

Sovereign Financial Group first reported a position in USO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.75M in Q1 2026. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Sovereign Financial Group held 7,044 shares of United States Oil Fund worth $750K as of Q2 2026.
  • Sovereign Financial Group sold 6,697 United States Oil Fund shares in Q2 2026, an estimated $878K.
  • United States Oil Fund made up 0.11% of Sovereign Financial Group's portfolio in Q2 2026, its #164 holding.
  • Sovereign Financial Group first reported a position in United States Oil Fund in Q1 2026 and has held it in 2 quarters since.
  • Sovereign Financial Group's United States Oil Fund position peaked at $1.75M in Q1 2026.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.