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Waverly Advisors’s United States Oil Fund USO Stock Holding History

Waverly 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
2026
Q2 		$1.14M Buy
10,722
+885
+9% +$116K 0.01% 844
2026
Q1 		$1.25M Buy
9,837
+1,730
+21% +$153K 0.01% 766
2025
Q4 		$561K Buy
+8,107
New +$572K ﹤0.01% 969

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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Waverly Advisors's USO Position: Q2 2026 in Review

Waverly Advisors increased its United States Oil Fund (USO) stake by 9% in Q2 2026, buying an estimated $116K and bringing the position to 10,722 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #844.

Waverly Advisors first reported a position in USO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q1 2026. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Waverly Advisors held 10,722 shares of United States Oil Fund worth $1.14M as of Q2 2026.
  • Waverly Advisors bought 885 United States Oil Fund shares in Q2 2026, an estimated $116K.
  • United States Oil Fund made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #844 holding.
  • Waverly Advisors first reported a position in United States Oil Fund in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's United States Oil Fund position peaked at $1.25M in Q1 2026.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.