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TruNorth Capital Management’s United States Oil Fund USO Stock Holding History

TruNorth Capital Management’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
Q4 		– Sell
-192
Closed -$14.2K – 366
2025
Q3 		$14.2K Hold
192
– – ﹤0.01% 318
2025
Q2 		$14K Hold
192
– – ﹤0.01% 267
2025
Q1 		$14.8K Hold
192
– – ﹤0.01% 325
2024
Q4 		$14.5K Hold
192
– – ﹤0.01% 254
2024
Q3 		$13.4K Hold
192
– – ﹤0.01% 264
2024
Q2 		$15.3K Hold
192
– – 0.01% 229
2024
Q1 		$15.1K Buy
+192
New +$13.9K 0.01% 163

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
HFM
Harvest Fund Management Beijing, China $3.02B AUM 91.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TruNorth Capital Management's USO Position: Q4 2025 in Review

TruNorth Capital Management sold out of United States Oil Fund (USO) in Q4 2025, closing a stake of 192 shares — an estimated $14.2K sold.

TruNorth Capital Management first reported a position in USO in Q1 2024 and held it in 7 quarters. The position peaked at $15.3K in Q2 2024. 140 funds tracked by Wall St. Rank hold USO as of Q4 2025.

  • TruNorth Capital Management reported no remaining United States Oil Fund position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 192 United States Oil Fund shares in Q4 2025, an estimated $14.2K.
  • TruNorth Capital Management first reported a position in United States Oil Fund in Q1 2024 and held it in 7 quarters.
  • TruNorth Capital Management's United States Oil Fund position peaked at $15.3K in Q2 2024.
  • 140 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.