Winch Advisory Services’s United States Oil Fund USO Stock Holding History

Winch Advisory Services’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 Q2	–	Sell	-96	Closed	-$7.42K	–	506
2025 Q1	$7.42K	Buy	+96	New	+$7.33K	﹤0.01%	312
2023 Q2	–	Sell	-17	Closed	-$1K	–	443
2023 Q1	$1K	Buy	+17	New	+$1.13K	﹤0.01%	402
2021 Q1	–	Sell	-652	Closed	-$22K	–	472
2020 Q4	$22K	Hold	652	–	–	0.01%	154
2020 Q3	$18K	Sell	652 -42,564	-98%	-$1.25M	0.01%	155
2020 Q2	$1.21M	Buy	43,216 +42,537	+6,265%	+$1.16M	0.58%	29
2020 Q1	$23K	Hold	679	–	–	0.01%	121
2019 Q4	$70K	Sell	679 -2	-0.3%	-$190	0.03%	96
2019 Q3	$62K	Sell	681 -48	-7%	-$4.51K	0.03%	97
2019 Q2	$70K	Hold	729	–	–	0.04%	94
2019 Q1	$73K	Sell	729 -9	-1%	-$829	0.04%	96
2018 Q4	$57K	Sell	738 -14	-2%	-$1.41K	0.03%	93
2018 Q3	$93K	Hold	752	–	–	0.05%	86
2018 Q2	$91K	Hold	752	–	–	0.05%	89
2018 Q1	$79K	Hold	752	–	–	0.05%	96
2017 Q4	$72K	Hold	752	–	–	0.04%	86
2017 Q3	$69K	Sell	752 -26	-3%	-$2.05K	0.04%	79
2017 Q2	$59K	Sell	778 -85	-10%	-$6.8K	0.04%	106
2017 Q1	$73K	Sell	863 -35	-4%	-$3.1K	0.05%	104
2016 Q4	$84K	Sell	898 -14,006	-94%	-$1.24M	0.06%	85
2016 Q3	$1.3M	Buy	+14,904	New	+$1.25M	1.06%	33
2015 Q3	–	Sell	-23	Closed	-$4K	–	279
2015 Q2	$4K	Buy	23 +13	+130%	+$2.06K	﹤0.01%	221
2015 Q1	$1K	Buy	+10	New	+$1.44K	﹤0.01%	299

Other funds holding USO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Harvest Fund Management Beijing, China $3.02B AUM 91.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Winch Advisory Services's USO Position: Q2 2025 in Review

Winch Advisory Services sold out of United States Oil Fund (USO) in Q2 2025, closing a stake of 96 shares — an estimated $7.42K sold.

Winch Advisory Services first reported a position in USO in Q1 2015 and held it in 22 quarters. The position peaked at $1.3M in Q3 2016. 148 funds tracked by Wall St. Rank hold USO as of Q2 2025.

Winch Advisory Services reported no remaining United States Oil Fund position as of Q2 2025 after selling out during the quarter.
Winch Advisory Services sold 96 United States Oil Fund shares in Q2 2025, an estimated $7.42K.
Winch Advisory Services first reported a position in United States Oil Fund in Q1 2015 and held it in 22 quarters.
Winch Advisory Services's United States Oil Fund position peaked at $1.3M in Q3 2016.
148 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2025.

Based on Winch Advisory Services's 13F filing for Q2 2025, filed 7 Aug 2025.