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