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Wingate Wealth Advisors’s United States Oil Fund USO Stock Holding History

Wingate Wealth 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
-125
Closed -$9.44K – 423
2024
Q4 		$9.44K Buy
+125
New +$9.14K 0.01% 343

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

Wingate Wealth Advisors's USO Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of United States Oil Fund (USO) in Q1 2025, closing a stake of 125 shares — an estimated $9.44K sold.

Wingate Wealth Advisors first reported a position in USO in Q4 2024 and held it in 1 quarter. The position peaked at $9.44K in Q4 2024. 148 funds tracked by Wall St. Rank hold USO as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining United States Oil Fund position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 125 United States Oil Fund shares in Q1 2025, an estimated $9.44K.
  • Wingate Wealth Advisors first reported a position in United States Oil Fund in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's United States Oil Fund position peaked at $9.44K in Q4 2024.
  • 148 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.