Summit Financial Strategies’s United States Oil Fund USO Stock Holding History

Summit Financial Strategies’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 Q1	–	Sell	-2,925	Closed	-$202K	–	178
2025 Q4	$202K	Hold	2,925	–	–	0.02%	157
2025 Q3	$216K	Hold	2,925	–	–	0.02%	140
2025 Q2	$214K	Hold	2,925	–	–	0.02%	139
2025 Q1	$226K	Hold	2,925	–	–	0.02%	129
2024 Q4	$221K	Hold	2,925	–	–	0.02%	134
2024 Q3	$205K	Sell	2,925 -3	-0.1%	-$225	0.02%	139
2024 Q2	$233K	Hold	2,928	–	–	0.03%	128
2024 Q1	$231K	Buy	+2,928	New	+$211K	0.03%	129
2023 Q4	–	Sell	-2,925	Closed	-$237K	–	147
2023 Q3	$237K	Buy	+2,925	New	+$216K	0.05%	108
2023 Q1	–	Sell	-2,925	Closed	-$205K	–	128
2022 Q4	$205K	Buy	+2,925	New	+$205K	0.04%	112
2022 Q3	–	Sell	-2,925	Closed	-$235K	–	125
2022 Q2	$235K	Sell	2,925 -312	-10%	-$25.3K	0.06%	104
2022 Q1	$240K	Buy	+3,237	New	+$218K	0.05%	100
2020 Q2	–	Sell	-3,952	Closed	-$133K	–	70
2020 Q1	$133K	Buy	+3,952	New	+$304K	0.07%	57

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Summit Financial Strategies's USO Position: Q1 2026 in Review

Summit Financial Strategies sold out of United States Oil Fund (USO) in Q1 2026, closing a stake of 2,925 shares — an estimated $202K sold.

Summit Financial Strategies first reported a position in USO in Q1 2020 and held it in 13 quarters. The position peaked at $240K in Q1 2022. 190 funds tracked by Wall St. Rank hold USO as of Q1 2026.

Summit Financial Strategies reported no remaining United States Oil Fund position as of Q1 2026 after selling out during the quarter.
Summit Financial Strategies sold 2,925 United States Oil Fund shares in Q1 2026, an estimated $202K.
Summit Financial Strategies first reported a position in United States Oil Fund in Q1 2020 and held it in 13 quarters.
Summit Financial Strategies's United States Oil Fund position peaked at $240K in Q1 2022.
190 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2026.

Based on Summit Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.