Fidelity Investments
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Fidelity Investments’s Invesco DB Oil Fund DBO Stock Holding History

Fidelity Investments’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
2023
Q3 		– Sell
-1
Closed -$14 – 5322
2023
Q2 		$14 Buy
+1
New +$14 ﹤0.01% 5230
2023
Q1 		– Sell
-1
Closed -$15 – 5327
2022
Q4 		$15 Buy
+1
New +$16 ﹤0.01% 5172
2013
Q4 		– Sell
-306,900
Closed -$8.42M – 2636
2013
Q3 		$8.42M Buy
+306,900
New +$8.43M ﹤0.01% 2005

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
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Fidelity Investments's DBO Position: Q3 2023 in Review

Fidelity Investments sold out of Invesco DB Oil Fund (DBO) in Q3 2023, closing a stake of 1 share — an estimated $14 sold.

Fidelity Investments first reported a position in DBO in Q3 2013 and held it in 3 quarters. The position peaked at $8.42M in Q3 2013. 74 funds tracked by Wall St. Rank hold DBO as of Q3 2023.

  • Fidelity Investments reported no remaining Invesco DB Oil Fund position as of Q3 2023 after selling out during the quarter.
  • Fidelity Investments sold 1 Invesco DB Oil Fund share in Q3 2023, an estimated $14.
  • Fidelity Investments first reported a position in Invesco DB Oil Fund in Q3 2013 and held it in 3 quarters.
  • Fidelity Investments's Invesco DB Oil Fund position peaked at $8.42M in Q3 2013.
  • 74 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2023.

Based on Fidelity Investments's 13F filing for Q3 2023, filed 13 Nov 2023.