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Wilkerson Advisory Group’s United States Oil Fund USO Stock Holding History

Wilkerson Advisory Group’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 		$269K Sell
2,524
-196
-7% -$25.7K 0.08% 82
2026
Q1 		$346K Sell
2,720
-788
-22% -$69.8K 0.12% 69
2025
Q4 		$243K Buy
+3,508
New +$247K 0.09% 96

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

Wilkerson Advisory Group's USO Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its United States Oil Fund (USO) stake by 7.2% in Q2 2026, selling an estimated $25.7K and leaving 2,524 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #82.

Wilkerson Advisory Group first reported a position in USO in Q4 2025 and has held it in 3 quarters since. The position peaked at $346K in Q1 2026. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Wilkerson Advisory Group held 2,524 shares of United States Oil Fund worth $269K as of Q2 2026.
  • Wilkerson Advisory Group sold 196 United States Oil Fund shares in Q2 2026, an estimated $25.7K.
  • United States Oil Fund made up 0.08% of Wilkerson Advisory Group's portfolio in Q2 2026, its #82 holding.
  • Wilkerson Advisory Group first reported a position in United States Oil Fund in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's United States Oil Fund position peaked at $346K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.