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WealthPlan Investment Management, LLC → USO
WealthPlan Investment Management, LLC USO Position History
United States Oil Fund, LP • Energy
Quarters held
4
Latest value
$765K
Q3 2026
Peak value
$765K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $11K |
| Q2 2026 | $559K |
| Q3 2026 | $15K |
| Q3 2026 | $765K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $765K | 5.3K | — | — |
| Q3 2026 | $15K | 100 | — | — |
| Q2 2026 | $559K | 5.3K | — | — |
| Q2 2026 | $11K | 100 | — | — |
Other funds holding USO
$802.1M
$698.2M
$326.5M
$230.2M
$115.1M
$102.2M
$92.8M
$82.5M