Allegheny Financial Group’s Invesco DB Oil Fund DBO Stock Holding History

Allegheny Financial Group’s Portfolio DBO Stock Details DBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$282K	Sell	15,970 -5,213	-25%	-$109K	0.03%	242
2026 Q1	$417K	Sell	21,183 -415	-2%	-$6.42K	0.06%	172
2025 Q4	$264K	Buy	21,598 +464	+2%	+$5.95K	0.04%	223
2025 Q3	$284K	Buy	21,134 +1,656	+9%	+$22.6K	0.05%	200
2025 Q2	$258K	Buy	19,478 +5,461	+39%	+$70.8K	0.06%	203
2025 Q1	$201K	Hold	14,017	–	–	0.05%	219
2024 Q4	$201K	Buy	14,017 +29	+0.2%	+$420	0.05%	218
2024 Q3	$195K	Hold	13,988	–	–	0.05%	233
2024 Q2	$222K	Hold	13,988	–	–	0.06%	204
2024 Q1	$217K	Buy	+13,988	New	+$204K	0.07%	189
2021 Q2	–	Sell	-10,109	Closed	-$106K	–	155
2021 Q1	$106K	Hold	10,109	–	–	0.08%	98
2020 Q4	$85K	Buy	+10,109	New	+$76.3K	0.05%	125

Other funds holding DBO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $4.46B AUM

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $389M AUM 23.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Allegheny Financial Group's DBO Position: Q2 2026 in Review

Allegheny Financial Group reduced its Invesco DB Oil Fund (DBO) stake by 25% in Q2 2026, selling an estimated $109K and leaving 15,970 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #242.

Allegheny Financial Group first reported a position in DBO in Q4 2020 and has held it in 12 quarters since. The position peaked at $417K in Q1 2026. 52 funds tracked by Wall St. Rank hold DBO as of Q2 2026.

Allegheny Financial Group held 15,970 shares of Invesco DB Oil Fund worth $282K as of Q2 2026.
Allegheny Financial Group sold 5,213 Invesco DB Oil Fund shares in Q2 2026, an estimated $109K.
Invesco DB Oil Fund made up 0.03% of Allegheny Financial Group's portfolio in Q2 2026, its #242 holding.
Allegheny Financial Group first reported a position in Invesco DB Oil Fund in Q4 2020 and has held it in 12 quarters since.
Allegheny Financial Group's Invesco DB Oil Fund position peaked at $417K in Q1 2026.
52 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.