Truepoint Inc’s United States Oil Fund USO Stock Holding History

Truepoint Inc’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	-3,025	Closed	-$385K	–	165
2026 Q1	$385K	Hold	3,025	–	–	0.01%	120
2025 Q4	$209K	Hold	3,025	–	–	﹤0.01%	140
2025 Q3	$223K	Sell	3,025 -156	-5%	-$11.7K	0.01%	134
2025 Q2	$233K	Sell	3,181 -280	-8%	-$19.6K	0.01%	131
2025 Q1	$268K	Sell	3,461 -272	-7%	-$20.8K	0.01%	119
2024 Q4	$282K	Hold	3,733	–	–	0.01%	112
2024 Q3	$261K	Hold	3,733	–	–	0.01%	115
2024 Q2	$297K	Hold	3,733	–	–	0.01%	104
2024 Q1	$294K	Hold	3,733	–	–	0.01%	110
2023 Q4	$249K	Hold	3,733	–	–	0.01%	199
2023 Q3	$302K	Hold	3,733	–	–	0.01%	145
2023 Q2	$237K	Sell	3,733 -10,000	-73%	-$652K	0.01%	134
2023 Q1	$912K	Hold	13,733	–	–	0.03%	71
2022 Q4	$963K	Hold	13,733	–	–	0.03%	73
2022 Q3	$896K	Buy	13,733 +10,000	+268%	+$732K	0.05%	70
2022 Q2	$300K	Hold	3,733	–	–	0.02%	133
2022 Q1	$277K	Hold	3,733	–	–	0.01%	118
2021 Q4	$203K	Buy	+3,733	New	+$203K	0.01%	132
2016 Q2	–	Sell	-4,313	Closed	-$335K	–	83
2016 Q1	$335K	Buy	+4,313	New	+$322K	0.04%	56

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Truepoint Inc's USO Position: Q2 2026 in Review

Truepoint Inc sold out of United States Oil Fund (USO) in Q2 2026, closing a stake of 3,025 shares — an estimated $385K sold.

Truepoint Inc first reported a position in USO in Q1 2016 and held it in 19 quarters. The position peaked at $963K in Q4 2022. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

Truepoint Inc reported no remaining United States Oil Fund position as of Q2 2026 after selling out during the quarter.
Truepoint Inc sold 3,025 United States Oil Fund shares in Q2 2026, an estimated $385K.
Truepoint Inc first reported a position in United States Oil Fund in Q1 2016 and held it in 19 quarters.
Truepoint Inc's United States Oil Fund position peaked at $963K in Q4 2022.
172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.