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Sowell Financial Services’s United States Oil Fund USO Stock Holding History

Sowell Financial Services’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 		– Sell
-7,324
Closed -$932K – 1223
2026
Q1 		$932K Buy
+7,324
New +$649K 0.03% 459
2021
Q2 		– Sell
-2,355
Closed -$105K – 2615
2021
Q1 		$105K Buy
2,355
+12
+0.5% +$471 ﹤0.01% 1344
2020
Q4 		$77K Sell
2,343
-132
-5% -$3.91K ﹤0.01% 1255
2020
Q3 		$70K Sell
2,475
-21,450
-90% -$627K ﹤0.01% 1099
2020
Q2 		$671K Buy
23,925
+21,419
+855% +$586K 0.04% 374
2020
Q1 		$84K Buy
2,506
+2,500
+41,667% +$193K 0.01% 902
2019
Q4 		$1K Hold
6
– – ﹤0.01% 2437
2019
Q3 		$1K Buy
+6
New +$563 ﹤0.01% 2316

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

Sowell Financial Services's USO Position: Q2 2026 in Review

Sowell Financial Services sold out of United States Oil Fund (USO) in Q2 2026, closing a stake of 7,324 shares — an estimated $932K sold.

Sowell Financial Services first reported a position in USO in Q3 2019 and held it in 8 quarters. The position peaked at $932K in Q1 2026. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Sowell Financial Services reported no remaining United States Oil Fund position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 7,324 United States Oil Fund shares in Q2 2026, an estimated $932K.
  • Sowell Financial Services first reported a position in United States Oil Fund in Q3 2019 and held it in 8 quarters.
  • Sowell Financial Services's United States Oil Fund position peaked at $932K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.