WR Wealth Planners’s United States Oil Fund USO Stock Holding History

WR Wealth Planners’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
2024 Q4	$427K	Hold	5,648	–	–	0.14%	102
2024 Q3	$395K	Hold	5,648	–	–	0.11%	118
2024 Q2	$450K	Sell	5,648 -625	-10%	-$48.5K	0.14%	100
2024 Q1	$494K	Hold	6,273	–	–	0.15%	95
2023 Q4	$418K	Hold	6,273	–	–	0.16%	116
2023 Q3	$507K	Hold	6,273	–	–	0.19%	86
2023 Q2	$399K	Hold	6,273	–	–	0.15%	110
2023 Q1	$417K	Sell	6,273 -900	-13%	-$60K	0.18%	91
2022 Q4	$503K	Sell	7,173 -871	-11%	-$60.9K	0.31%	50
2022 Q3	$525K	Hold	8,044	–	–	0.37%	44
2022 Q2	$646K	Sell	8,044 -350	-4%	-$28.4K	0.43%	42
2022 Q1	$622K	Buy	+8,394	New	+$565K	0.37%	47

Other funds holding USO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WR Wealth Planners's USO Position: Q4 2024 in Review

WR Wealth Planners held its United States Oil Fund (USO) position steady in Q4 2024 at 5,648 shares worth $427K. The position accounts for 0.14% of the portfolio, ranked #102.

WR Wealth Planners first reported a position in USO in Q1 2022 and has held it in 12 quarters since. The position peaked at $646K in Q2 2022. 171 funds tracked by Wall St. Rank hold USO as of Q4 2024.

WR Wealth Planners held 5,648 shares of United States Oil Fund worth $427K as of Q4 2024.
WR Wealth Planners left its United States Oil Fund share count unchanged in Q4 2024.
United States Oil Fund made up 0.14% of WR Wealth Planners's portfolio in Q4 2024, its #102 holding.
WR Wealth Planners first reported a position in United States Oil Fund in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's United States Oil Fund position peaked at $646K in Q2 2022.
171 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.