Issues exchange-traded shares that give retail and institutional investors exposure to crude oil prices through oil futures and related investments.
10-K for FY2025, filed Feb 27, 2026An investment in USO shares provides a means for diversifying an investor’s portfolio or hedging exposure to changes in oil prices. An…View ↗
In providing such exposure, USCF employs a “neutral” investment strategy in order to track changes in the price of the Benchmark Oil…View ↗
To meet its investment objective, USO primarily invests in futures contracts for light, sweet crude oil, other types of crude oil…View ↗
Retail and institutional investors buy and sell listed shares on an exchange; participants in the oil and other industries may use the shares to hedge oil-related transactions. Authorized buyers create and redeem shares directly with USO.
10-K for FY2025, filed Feb 27, 2026An investment in USO shares provides a means for diversifying an investor’s portfolio or hedging exposure to changes in oil prices. An…View ↗
In providing such exposure, USCF employs a “neutral” investment strategy in order to track changes in the price of the Benchmark Oil…View ↗
The shares issued by USO may only be purchased by Authorized Participants and only in blocks of 100,000 shares, called “Creation Baskets”.…View ↗
While USO issues shares only in Creation Baskets, shares are listed on the NYSE Arca and investors may purchase and sell shares at market…View ↗
Portfolio focus
The older report described broader investment discretion and limits on the fund’s use of benchmark oil futures. The latest report says USO shifted to primarily investing in the benchmark contract, while retaining the option to use other futures and oil-related investments when needed.
10-K for FY2022, filed Feb 27, 2023 10-K for FY2025, filed Feb 27, 2026Beginning with the monthly roll in September 2023 and ending with the monthly roll in January 2024, USO transitioned its investment…View ↗
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