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SVB Wealth’s United States Oil Fund USO Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-316
Closed -$24.4K – 1567
2025
Q1 		$24.4K Sell
316
-12,500
-98% -$954K ﹤0.01% 716
2024
Q4 		$968K Buy
+12,816
New +$937K 0.02% 328
2024
Q3 		– Sell
-12,787
Closed -$1.02M – 584
2024
Q2 		$1.02M Hold
12,787
– – 0.03% 315
2024
Q1 		$1.01M Buy
+12,787
New +$923K 0.02% 347
2023
Q4 		– Sell
-12,500
Closed -$1.01M – 950
2023
Q3 		$1.01M Hold
12,500
– – 0.02% 319
2023
Q2 		$794K Sell
12,500
-1,125
-8% -$73.3K 0.01% 379
2023
Q1 		$905K Hold
13,625
– – 0.01% 396
2022
Q4 		$955K Buy
13,625
+1,125
+9% +$78.7K 0.01% 412
2022
Q3 		$816K Hold
12,500
– – 0.01% 409
2022
Q2 		$1M Hold
12,500
– – 0.02% 326
2022
Q1 		$927K Hold
12,500
– – 0.01% 335
2021
Q4 		$680K Hold
12,500
– – 0.01% 375
2021
Q3 		$657K Sell
12,500
-762
-6% -$37.3K 0.01% 512
2021
Q2 		$662K Buy
13,262
+762
+6% +$34.4K 0.01% 497
2021
Q1 		$507K Hold
12,500
– – 0.01% 515
2020
Q4 		$413K Hold
12,500
– – 0.01% 525
2020
Q3 		$354K Buy
+12,500
New +$366K 0.01% 485

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SVB Wealth's USO Position: Q2 2025 in Review

SVB Wealth sold out of United States Oil Fund (USO) in Q2 2025, closing a stake of 316 shares — an estimated $24.4K sold.

SVB Wealth first reported a position in USO in Q3 2020 and held it in 17 quarters. The position peaked at $1.02M in Q2 2024. 148 funds tracked by Wall St. Rank hold USO as of Q2 2025.

  • SVB Wealth reported no remaining United States Oil Fund position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 316 United States Oil Fund shares in Q2 2025, an estimated $24.4K.
  • SVB Wealth first reported a position in United States Oil Fund in Q3 2020 and held it in 17 quarters.
  • SVB Wealth's United States Oil Fund position peaked at $1.02M in Q2 2024.
  • 148 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.