CT
DBO icon

Colonial Trust’s Invesco DB Oil Fund DBO Stock Holding History

Colonial Trust’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
2025
Q4 		– Sell
-125
Closed -$1.68K – 1103
2025
Q3 		$1.68K Hold
125
– – ﹤0.01% 1005
2025
Q2 		$1.65K Hold
125
– – ﹤0.01% 995
2025
Q1 		$1.79K Buy
+125
New +$1.8K ﹤0.01% 982
2024
Q4 		– Sell
-125
Closed -$1.75K – 1327
2024
Q3 		$1.75K Hold
125
– – ﹤0.01% 1014
2024
Q2 		$1.98K Hold
125
– – ﹤0.01% 936
2024
Q1 		$1.94K Hold
125
– – ﹤0.01% 936
2023
Q4 		$1.74K Buy
+125
New +$1.98K ﹤0.01% 911

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Colonial Trust's DBO Position: Q4 2025 in Review

Colonial Trust sold out of Invesco DB Oil Fund (DBO) in Q4 2025, closing a stake of 125 shares — an estimated $1.68K sold.

Colonial Trust first reported a position in DBO in Q4 2023 and held it in 7 quarters. The position peaked at $1.98K in Q2 2024. 53 funds tracked by Wall St. Rank hold DBO as of Q4 2025.

  • Colonial Trust reported no remaining Invesco DB Oil Fund position as of Q4 2025 after selling out during the quarter.
  • Colonial Trust sold 125 Invesco DB Oil Fund shares in Q4 2025, an estimated $1.68K.
  • Colonial Trust first reported a position in Invesco DB Oil Fund in Q4 2023 and held it in 7 quarters.
  • Colonial Trust's Invesco DB Oil Fund position peaked at $1.98K in Q2 2024.
  • 53 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q4 2025.

Based on Colonial Trust's 13F filing for Q4 2025, filed 12 Feb 2026.