Back to USO

BigSur Wealth Management LLC → USO

BigSur Wealth Management LLC USO Position History

United States Oil Fund, LP • Energy

Quarters held
5
Latest value
$670K
Q3 2026
Peak value
$1.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$610K
Q4 2025$711K
Q1 2026$580K
Q2 2026$1.3M
Q3 2026$670K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$670K16.8K——
Q2 2026$1.3M34.8K——
Q1 2026$580K16.8K——
Q4 2025$711K20.3K——
Q3 2025$610K20.3K——

Other funds holding USO

Other BigSur Wealth Management LLC positions

SPY

SPDR S&P 500 ETF TR

$35.1M
SPY

SPDR S&P 500 ETF TR

$32.9M
SPY

STATE STR SPDR S&P 500 ETF T

$30.8M
SPY

STATE STR SPDR S&P 500 ETF T

$30.6M
SPY

STATE STR SPDR S&P 500 ETF T

$25.5M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$24.1M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$23.4M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$20.2M