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 2024
Institutional positions in Invesco DB Oil Fund as of Dec 31, 2024. 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
- 62
- −3 vs. Q3 2024
- Shares held
- 4.08M
- +278.1K (+7.3%) vs. Q3 2024
- Total value
- $58.3M
- +$5.23M (+9.8%) vs. Q3 2024
- New holders
- 7
- 19 more added
- Sold out
- 10
- 17 more reduced
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Invesco DB Oil Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1,711,175 | $24.5M | 0.01% | +139,373+8.9% | Added |
| Prudential PLC | 553,772 | $7.92M | 0.04% | −10,700−1.9% | Reduced |
| Narus Financial Partners, LLC | 202,750 | $2.90M | 0.98% | +35,254+21.0% | Added |
| LPL Financial LLC | 184,412 | $2.64M | 0.00% | +52,198+39.5% | Added |
| Envestnet Asset Management Inc | 171,713 | $2.46M | 0.00% | +30,027+21.2% | Added |
| Commonwealth Equity Services, LLC | 128,060 | $1.83M | 0.00% | +3,748+3.0% | Added |
| Asset Management One Co.,Ltd. | 125,500 | $1.80M | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 124,573 | $1.78M | 0.13% | +124,573 | New |
| Susquehanna International Group, LLP | 79,997 | $1.14M | 0.00% | −51,908−39.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 69,000 | $971.3K | 0.00% | −15,100−18.0% | Reduced |
| Jane Street Group, LLC | 66,948 | $958.0K | 0.00% | +54,676+445.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 48,864 | $699.0K | 0.00% | +366+0.8% | Added |
| Advisor Group Holdings, Inc. | 45,357 | $649.1K | 0.00% | −5,425−10.7% | Reduced |
| Quent Capital, LLC | 45,020 | $644.2K | 0.07% | +20.0% | Added |
| Morgan Stanley | 41,890 | $599.5K | 0.00% | −12,982−23.7% | Reduced |
| UBS Group AG | 38,864 | $556.1K | 0.00% | −1,162−2.9% | Reduced |
| Cetera Investment Advisers | 38,598 | $552.3K | 0.00% | −356−0.9% | Reduced |
| Kestra Advisory Services, LLC | 38,595 | $552.3K | 0.00% | +3,046+8.6% | Added |
| Ameriprise Financial Inc | 33,068 | $473.2K | 0.00% | +226+0.7% | Added |
| Royal Bank of Canada | 25,745 | $369.0K | 0.00% | −240−0.9% | Reduced |
| National Asset Management, Inc. | 23,950 | $342.7K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 21,116 | $302.2K | 0.00% | 00.0% | Unchanged |
| Apollon Financial, LLC | 19,312 | $276.4K | 0.07% | +224+1.2% | Added |
| HighTower Advisors, LLC | 18,388 | $263.1K | 0.00% | −1,040−5.4% | Reduced |
| Private Advisor Group, LLC | 17,500 | $250.4K | 0.00% | −6,100−25.8% | Reduced |
| Rockefeller Capital Management L.P. | 16,725 | $239.3K | 0.00% | +142+0.9% | Added |
| Ashton Thomas Private Wealth, LLC | 15,888 | $227.4K | 0.01% | −8,082−33.7% | Reduced |
| Allegheny Financial Group LTD | 14,017 | $200.6K | 0.05% | +29+0.2% | Added |
| Citadel Advisors LLC | 13,688 | $195.9K | 0.00% | −11,607−45.9% | Reduced |
| Cornerstone Wealth Management, LLC | 13,500 | $193.2K | 0.01% | −165−1.2% | Reduced |
| Avantax Advisory Services, Inc. | 13,458 | $192.6K | 0.00% | −244−1.8% | Reduced |
| Quadrature Capital Ltd | 13,276 | $189.8K | 0.00% | +13,276 | New |
| Pacific Sage Partners, LLC | 12,315 | $176.2K | 0.04% | −632−4.9% | Reduced |
| Rik Saylor Financial, Inc. | 12,276 | $175.7K | 0.16% | +12,276 | New |
| The PNC Financial Services Group, Inc. | 11,800 | $168.9K | 0.00% | 00.0% | Unchanged |
| PFG Advisors | 11,092 | $158.7K | 0.01% | −473−4.1% | Reduced |
| ABLE Financial Group, LLC | 10,305 | $147.5K | 0.04% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 5,900 | $84.4K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 4,778 | $68.4K | 0.00% | +2,629+122.3% | Added |
| JPMorgan Chase & Co | 4,077 | $58.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,534 | $50.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 3,311 | $47.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,200 | $45.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,500 | $35.8K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,100 | $30.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,050 | $29.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $28.6K | 0.00% | – | – |
| Proequities, Inc. | 1,885 | $28.5K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 1,702 | $24.4K | 0.00% | +64+3.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,299 | $18.6K | 0.00% | +582+81.2% | Added |
| Harbour Investments, Inc. | 1,145 | $16.4K | 0.00% | +22+2.0% | Added |
| MAI Capital Management | 1,100 | $15.7K | 0.00% | +1,100 | New |
| Northwestern Mutual Wealth Management Co | 1,030 | $14.7K | 0.00% | +1,030 | New |
| Global Retirement Partners, LLC | 1,025 | $14.7K | 0.00% | +250+32.3% | Added |
| Larson Financial Group LLC | 856 | $12.2K | 0.00% | +39+4.8% | Added |
| Coppell Advisory Solutions LLC | 636 | $9.00K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 500 | $7.16K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 450 | $6.44K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 200 | $2.86K | 0.00% | +200 | New |
| Tower Research Capital LLC (TRC) | 99 | $1.42K | 0.00% | −1,093−91.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 62 | $887 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 58 | $830 | 0.00% | +58 | New |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −23,586−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,643−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −10,911−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −10,264−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,257−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Financial Gravity Companies, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |