B. Riley Wealth Advisors’s Invesco DB Oil Fund DBO Stock Holding History

B. Riley Wealth Advisors’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	$245K	Hold	13,800	–	–	0.01%	703
2026 Q1	$287K	Sell	13,800 -150	-1%	-$2.32K	0.02%	603
2025 Q4	$170K	Hold	13,950	–	–	0.01%	891
2025 Q3	$188K	Hold	13,950	–	–	0.01%	906
2025 Q2	$184K	Buy	+13,950	New	+$181K	0.01%	903
2024 Q4	$343K	Hold	23,950	–	–	0.01%	823
2024 Q3	$335K	Sell	23,950 -400	-2%	-$5.96K	0.01%	902
2024 Q2	$386K	Buy	24,350 +400	+2%	+$6.21K	0.01%	921
2024 Q1	$423K	Sell	23,950 -600	-2%	-$8.77K	0.01%	882
2023 Q4	$341K	Buy	24,550 +600	+3%	+$9.52K	0.01%	993
2023 Q3	$423K	Hold	23,950	–	–	0.01%	882
2023 Q2	$338K	Hold	23,950	–	–	0.01%	1054
2023 Q1	$349K	Sell	23,950 -2,000	-8%	-$29.3K	0.01%	987
2022 Q4	$395K	Buy	25,950 +1,033	+4%	+$16.4K	0.01%	889
2022 Q3	$379K	Sell	24,917 -1,533	-6%	-$25.8K	0.01%	885
2022 Q2	$483K	Buy	26,450 +1,150	+5%	+$21.6K	0.02%	673
2022 Q1	$439K	Sell	25,300 -3,000	-11%	-$47.6K	0.01%	819
2021 Q4	$384K	Sell	28,300 -23,800	-46%	-$335K	0.01%	949
2021 Q3	$715K	Sell	52,100 -2,000	-4%	-$25.4K	0.02%	632
2021 Q2	$698K	Sell	54,100 -1,500	-3%	-$17.6K	0.02%	639
2021 Q1	$585K	Hold	55,600	–	–	0.02%	659
2020 Q4	$469K	Buy	55,600 +3,000	+6%	+$22.6K	0.03%	555
2020 Q3	$379K	Hold	52,600	–	–	0.02%	636
2020 Q2	$368K	Buy	52,600 +23,800	+83%	+$149K	0.02%	558
2020 Q1	$177K	Buy	28,800 +1,000	+4%	+$8.51K	0.02%	689
2019 Q4	$297K	Hold	27,800	–	–	0.03%	603
2019 Q3	$263K	Hold	27,800	–	–	0.03%	634
2019 Q2	$280K	Sell	27,800 -19,775	-42%	-$205K	0.03%	590
2019 Q1	$501K	Sell	47,575 -7,524	-14%	-$75.2K	0.06%	344
2018 Q4	$467K	Sell	55,099 -1,659	-3%	-$18.4K	0.07%	317
2018 Q3	$766K	Buy	56,758 +708	+1%	+$8.75K	0.09%	236
2018 Q2	$699K	Buy	56,050 +1,500	+3%	+$17.8K	0.09%	240
2018 Q1	$610K	Hold	54,550	–	–	0.09%	257
2017 Q4	$554K	Hold	54,550	–	–	0.07%	290
2017 Q3	$480K	Sell	54,550 -4,000	-7%	-$33.2K	0.08%	270
2017 Q2	$473K	Sell	58,550 -10,500	-15%	-$88K	0.09%	265
2017 Q1	$607K	Sell	69,050 -17,250	-20%	-$157K	0.12%	206
2016 Q4	$836K	Sell	86,300 -3,000	-3%	-$27.1K	0.17%	146
2016 Q3	$793K	Buy	89,300 +1,500	+2%	+$12.8K	0.16%	169
2016 Q2	$805K	Buy	87,800 +3,300	+4%	+$28.6K	0.16%	160
2016 Q1	$657K	Buy	84,500 +10,300	+14%	+$78.2K	0.15%	164
2015 Q4	$672K	Sell	74,200 -4,000	-5%	-$42.4K	0.14%	186
2015 Q3	$888K	Buy	78,200 +11,700	+18%	+$139K	0.21%	126
2015 Q2	$971K	Sell	66,500 -14,000	-17%	-$206K	0.24%	107
2015 Q1	$1.09M	Buy	80,500 +79,000	+5,267%	+$1.1M	0.26%	97
2014 Q4	$24	Buy	+1,500	New	+$32.6K	﹤0.01%	2461

Other funds holding DBO

DCM

Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

B. Riley Wealth Advisors's DBO Position: Q2 2026 in Review

B. Riley Wealth Advisors held its Invesco DB Oil Fund (DBO) position steady in Q2 2026 at 13,800 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #703.

B. Riley Wealth Advisors first reported a position in DBO in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.09M in Q1 2015. 2 funds tracked by Wall St. Rank hold DBO as of Q2 2026.

B. Riley Wealth Advisors held 13,800 shares of Invesco DB Oil Fund worth $245K as of Q2 2026.
B. Riley Wealth Advisors left its Invesco DB Oil Fund share count unchanged in Q2 2026.
Invesco DB Oil Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #703 holding.
B. Riley Wealth Advisors first reported a position in Invesco DB Oil Fund in Q4 2014 and has held it in 46 quarters since.
B. Riley Wealth Advisors's Invesco DB Oil Fund position peaked at $1.09M in Q1 2015.
2 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.