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WealthPlan Investment Management’s United States Oil Fund USO Stock Holding History

WealthPlan Investment 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
2026
Q3 		$765K Hold
5,250
– – 0.04% 264
2026
Q2 		$559K Buy
+5,250
New +$688K 0.03% 301

Other funds holding USO

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

WealthPlan Investment Management's USO Position: Q3 2026 in Review

WealthPlan Investment Management held its United States Oil Fund (USO) position steady in Q3 2026 at 5,250 shares worth $765K. The position accounts for 0.04% of the portfolio, ranked #264.

WealthPlan Investment Management first reported a position in USO in Q2 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold USO as of Q3 2026.

  • WealthPlan Investment Management held 5,250 shares of United States Oil Fund worth $765K as of Q3 2026.
  • WealthPlan Investment Management left its United States Oil Fund share count unchanged in Q3 2026.
  • United States Oil Fund made up 0.04% of WealthPlan Investment Management's portfolio in Q3 2026, its #264 holding.
  • WealthPlan Investment Management first reported a position in United States Oil Fund in Q2 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.