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Great Valley Advisor Group’s Invesco DB Oil Fund DBO Stock Holding History

Great Valley Advisor 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 		– Sell
-18,000
Closed -$354K – 1062
2026
Q1 		$354K Buy
+18,000
New +$279K 0.01% 771

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $4.46B AUM
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $389M AUM 23.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Great Valley Advisor Group's DBO Position: Q2 2026 in Review

Great Valley Advisor Group sold out of Invesco DB Oil Fund (DBO) in Q2 2026, closing a stake of 18,000 shares — an estimated $354K sold.

Great Valley Advisor Group first reported a position in DBO in Q1 2026 and held it in 1 quarter. The position peaked at $354K in Q1 2026. 52 funds tracked by Wall St. Rank hold DBO as of Q2 2026.

  • Great Valley Advisor Group reported no remaining Invesco DB Oil Fund position as of Q2 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 18,000 Invesco DB Oil Fund shares in Q2 2026, an estimated $354K.
  • Great Valley Advisor Group first reported a position in Invesco DB Oil Fund in Q1 2026 and held it in 1 quarter.
  • Great Valley Advisor Group's Invesco DB Oil Fund position peaked at $354K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.