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Valeo Financial Advisors’s United States Oil Fund USO Stock Holding History

Valeo Financial Advisors’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
Q1 		– Sell
-13,347
Closed -$36.6K – 774
2024
Q4 		$36.6K Hold
13,347
– – ﹤0.01% 724
2024
Q3 		$34.9K Hold
13,347
– – ﹤0.01% 693
2024
Q2 		$37.9K Buy
+13,347
New +$1.04M ﹤0.01% 645
2021
Q2 		– Sell
-611
Closed -$25K – 1760
2021
Q1 		$25K Hold
611
– – ﹤0.01% 1104
2020
Q4 		$20K Hold
611
– – ﹤0.01% 1030
2020
Q3 		$17K Sell
611
-5,343
-90% -$156K ﹤0.01% 960
2020
Q2 		$167K Sell
5,954
-167
-3% -$4.57K 0.02% 356
2020
Q1 		$244K Buy
6,121
+5,808
+1,856% +$447K 0.03% 261
2019
Q4 		$32K Hold
313
– – ﹤0.01% 798
2019
Q3 		$28K Hold
313
– – ﹤0.01% 768
2019
Q2 		$30K Hold
313
– – ﹤0.01% 742
2019
Q1 		$31K Hold
313
– – ﹤0.01% 670
2018
Q4 		$24K Hold
313
– – ﹤0.01% 663
2018
Q3 		$34K Sell
313
-362
-54% -$41.8K ﹤0.01% 635
2018
Q2 		$76K Sell
675
-438
-39% -$48.1K 0.01% 459
2018
Q1 		$117K Sell
1,113
-375
-25% -$37.9K 0.02% 338
2017
Q4 		$143K Buy
1,488
+525
+55% +$46.6K 0.02% 286
2017
Q3 		$80K Buy
+963
New +$75.9K 0.02% 328

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JG
Jain Global New York $24.2B AUM 34.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Valeo Financial Advisors's USO Position: Q1 2025 in Review

Valeo Financial Advisors sold out of United States Oil Fund (USO) in Q1 2025, closing a stake of 13,347 shares — an estimated $36.6K sold.

Valeo Financial Advisors first reported a position in USO in Q3 2017 and held it in 18 quarters. The position peaked at $244K in Q1 2020. 148 funds tracked by Wall St. Rank hold USO as of Q1 2025.

  • Valeo Financial Advisors reported no remaining United States Oil Fund position as of Q1 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 13,347 United States Oil Fund shares in Q1 2025, an estimated $36.6K.
  • Valeo Financial Advisors first reported a position in United States Oil Fund in Q3 2017 and held it in 18 quarters.
  • Valeo Financial Advisors's United States Oil Fund position peaked at $244K in Q1 2020.
  • 148 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2025.

Based on Valeo Financial Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.