Invesco DB Oil Fund
DBO- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001383058
No open-market purchases or sales by Invesco DB Oil Fund insiders were filed in the last 90 days; 53 institutions reported holding it in 13F filings for Q2 2026, worth $75.4M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Invesco DB Oil Fund as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 75
- 0 vs. Q3 2021
- Shares held
- 10.6M
- +175.2K (+1.7%) vs. Q3 2021
- Total value
- $144.2M
- +$1.10M (+0.8%) vs. Q3 2021
- New holders
- 11
- 18 more added
- Sold out
- 11
- 25 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DBO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 53 | $75.4M |
| Q1 2026 | 62 | $108.6M |
| Q4 2025 | 53 | $43.1M |
| Q3 2025 | 50 | $51.1M |
| Q2 2025 | 50 | $63.4M |
| Q1 2025 | 57 | $60.7M |
| Q4 2024 | 62 | $58.3M |
| Q3 2024 | 65 | $53.1M |
| Q2 2024 | 68 | $71.7M |
| Q1 2024 | 76 | $73.5M |
| Q4 2023 | 79 | $88.3M |
| Q3 2023 | 75 | $84.3M |
| Q2 2023 | 73 | $75.6M |
| Q1 2023 | 66 | $91.8M |
| Q4 2022 | 71 | $112.5M |
| Q3 2022 | 77 | $112.4M |
| Q2 2022 | 92 | $199.3M |
| Q1 2022 | 85 | $191.3M |
| Q4 2021 | 75 | $144.2M |
| Q3 2021 | 77 | $143.3M |
| Q2 2021 | 79 | $149.1M |
| Q1 2021 | 74 | $146.3M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Invesco DB Oil Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | 50 | $0 | 0.00% | +50 | New |
| Newbridge Financial Services Group, Inc. | 101 | $1.00K | 0.00% | −211−67.6% | Reduced |
| IFP Advisors, Inc | 87 | $1.00K | 0.00% | +35+67.3% | Added |
| PSI Advisors, LLC | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 270 | $3.66K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 327 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 372 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 600 | $8.13K | 0.01% | +600 | New |
| Reilly Financial Advisors, LLC | 685 | $9.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 630 | $9.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 777 | $11.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 800 | $11.0K | 0.00% | +588+277.4% | Added |
| Geneos Wealth Management Inc. | 1,145 | $15.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,435 | $19.0K | 0.00% | −10−0.7% | Reduced |
| Proequities, Inc. | 1,885 | $26.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,495 | $34.0K | 0.00% | +2,396+2,420.2% | Added |
| McIlrath & Eck, LLC | 3,200 | $43.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,719 | $63.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5,162 | $70.0K | 0.00% | +4,427+602.3% | Added |
| Bank of America Corp | 5,192 | $70.0K | 0.00% | +5,192 | New |
| Tradewinds Capital Management, LLC | 6,241 | $85.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,754 | $105.0K | 0.00% | −23,715−75.4% | Reduced |
| Jenkins Wealth | 7,160 | $114.0K | 0.04% | +7,160 | New |
| Rockefeller Capital Management L.P. | 9,209 | $124.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,017 | $136.0K | 0.03% | +10,017 | New |
| Creative Planning | 10,997 | $149.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11,800 | $160.0K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 14,930 | $202.0K | 0.01% | 00.0% | Unchanged |
| EWG Elevate Inc. | 15,879 | $215.0K | 0.11% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 16,325 | $221.0K | 0.02% | +16,325 | New |
| Qube Research & Technologies Ltd | 19,877 | $269.0K | 0.00% | −8,113−29.0% | Reduced |
| Oppenheimer & Co Inc | 20,039 | $272.0K | 0.00% | +734+3.8% | Added |
| Commonwealth Equity Services, LLC | 20,927 | $283.0K | 0.00% | −1,585−7.0% | Reduced |
| Virtue Capital Management, LLC | 21,550 | $292.0K | 0.04% | −23,819−52.5% | Reduced |
| Lincoln National Corp | 21,702 | $294.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 21,896 | $296.0K | 0.00% | −157,641−87.8% | Reduced |
| Finer Wealth Management, Inc. | 22,984 | $311.0K | 0.26% | +22,984 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,750 | $362.0K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 28,300 | $384.0K | 0.01% | −23,800−45.7% | Reduced |
| PFG Advisors | 28,862 | $391.0K | 0.04% | +4,395+18.0% | Added |
| Arrow Investment Advisors, LLC | 32,091 | $435.0K | 0.31% | 00.0% | Unchanged |
| AE Wealth Management LLC | 32,160 | $436.0K | 0.00% | +6,825+26.9% | Added |
| Brown Miller Wealth Management, LLC | 32,424 | $439.0K | 0.25% | −4,004−11.0% | Reduced |
| Stifel Financial Corp | 37,059 | $502.0K | 0.00% | +80+0.2% | Added |
| Private Advisor Group, LLC | 39,320 | $533.0K | 0.00% | −42,912−52.2% | Reduced |
| Kestra Advisory Services, LLC | 41,907 | $568.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 43,128 | $584.0K | 0.01% | −16,616−27.8% | Reduced |
| Quent Capital, LLC | 45,063 | $611.0K | 0.13% | +45,063 | New |
| UBS Group AG | 46,908 | $636.0K | 0.00% | −6,799−12.7% | Reduced |
| Venturi Wealth Management, LLC | 63,500 | $860.0K | 0.07% | +63,500 | New |
| NewSquare Capital LLC | 67,825 | $919.0K | 0.10% | −1,870−2.7% | Reduced |
| WealthShield Partners, LLC | 74,342 | $1.01M | 0.17% | −3,769−4.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 60,304 | $1.07M | 0.68% | +60,304 | New |
| Cambridge Investment Research Advisors, Inc. | 96,565 | $1.31M | 0.01% | −6,677−6.5% | Reduced |
| First National Corp | 120,758 | $1.64M | 0.37% | −97,210−44.6% | Reduced |
| HighTower Advisors, LLC | 123,169 | $1.67M | 0.00% | −8,032−6.1% | Reduced |
| Advisory Services Network, LLC | 131,990 | $1.79M | 0.05% | +14,727+12.6% | Added |
| Royal Bank of Canada | 132,812 | $1.80M | 0.00% | −7,925−5.6% | Reduced |
| Fifth Third Securities, Inc. | 136,305 | $1.85M | 0.20% | +17,350+14.6% | Added |
| Citadel Advisors LLC | 147,520 | $2.00M | 0.00% | +100,433+213.3% | Added |
| IndexIQ Advisors LLC | 153,809 | $2.08M | 0.07% | +36,165+30.7% | Added |
| Ameriprise Financial Inc | 176,781 | $2.40M | 0.00% | −44,900−20.3% | Reduced |
| Concentrum Wealth Management | 179,340 | $2.43M | 1.30% | +1,756+1.0% | Added |
| Envestnet Asset Management Inc | 180,234 | $2.44M | 0.00% | −6,720−3.6% | Reduced |
| Dorsey Wright & Associates | 233,566 | $3.17M | 0.65% | +3,304+1.4% | Added |
| Asset Management One Co.,Ltd. | 290,500 | $3.94M | 0.01% | −10,000−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 292,075 | $3.97M | 0.01% | +3,298+1.1% | Added |
| LPL Financial LLC | 324,932 | $4.40M | 0.00% | −20,153−5.8% | Reduced |
| New Century Advisors, LLC | 484,800 | $6.57M | 6.23% | +484,800 | New |
| Mirae Asset Global Investments Co., Ltd. | 490,000 | $6.64M | 0.01% | −164,100−25.1% | Reduced |
| GWM Advisors LLC | 537,285 | $7.28M | 0.11% | +71,126+15.3% | Added |
| Jane Street Group, LLC | 580,326 | $7.86M | 0.02% | +547,532+1,669.6% | Added |
| E Fund Management Co., Ltd. | 620,000 | $8.40M | 0.30% | −186,800−23.2% | Reduced |
| Prudential PLC | 879,472 | $12.1M | 0.17% | −34,000−3.7% | Reduced |
| Wells Fargo & Company | 3,306,084 | $44.8M | 0.01% | +153,054+4.9% | Added |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −409,247−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −72,145−100.0% | Sold out |
| People's United Financial, Inc. | 0 | $0 | 0.00% | −62,463−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,975−100.0% | Sold out |
| Insight 2811, Inc. | 0 | $0 | 0.00% | −11,180−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −10,798−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −10,275−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −5,536−100.0% | Sold out |
| Ironwood Financial, llc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| BFT Financial Group, LLC | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |