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

Larson 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
2025 Q4	–	Sell	-856	Closed	-$11.5K	–	3504
2025 Q3	$11.5K	Hold	856	–	–	﹤0.01%	1944
2025 Q2	$11.3K	Hold	856	–	–	﹤0.01%	1753
2025 Q1	$12.3K	Hold	856	–	–	﹤0.01%	1555
2024 Q4	$12.2K	Buy	856 +39	+5%	+$564	﹤0.01%	1413
2024 Q3	$11.4K	Hold	817	–	–	﹤0.01%	1428
2024 Q2	$12.9K	Hold	817	–	–	﹤0.01%	1188
2024 Q1	$12.7K	Hold	817	–	–	﹤0.01%	990
2023 Q4	$11.4K	Buy	817 +35	+4%	+$555	﹤0.01%	982
2023 Q3	$13.8K	Hold	782	–	–	﹤0.01%	916
2023 Q2	$11K	Hold	782	–	–	﹤0.01%	904
2023 Q1	$11.4K	Hold	782	–	–	﹤0.01%	891
2022 Q4	$11.9K	Buy	782 +5	+0.6%	+$80	﹤0.01%	810
2022 Q3	$12K	Hold	777	–	–	﹤0.01%	739
2022 Q2	$14K	Hold	777	–	–	﹤0.01%	623
2022 Q1	$13K	Hold	777	–	–	﹤0.01%	592
2021 Q4	$11K	Hold	777	–	–	﹤0.01%	659
2021 Q3	$11K	Hold	777	–	–	﹤0.01%	570
2021 Q2	$10K	Hold	777	–	–	﹤0.01%	551
2021 Q1	$8K	Hold	777	–	–	﹤0.01%	580
2020 Q4	$7K	Hold	777	–	–	﹤0.01%	537
2020 Q3	$6K	Hold	777	–	–	﹤0.01%	499
2020 Q2	$5K	Hold	777	–	–	﹤0.01%	476
2020 Q1	$5K	Hold	777	–	–	﹤0.01%	363
2019 Q4	$8K	Buy	777 +12	+2%	+$120	﹤0.01%	322
2019 Q3	$7K	Hold	765	–	–	﹤0.01%	339
2019 Q2	$8K	Hold	765	–	–	0.01%	266
2019 Q1	$8K	Hold	765	–	–	0.01%	251
2018 Q4	$6K	Buy	+765	New	+$8.48K	0.01%	259

Other funds holding DBO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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 Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Larson Financial Group's DBO Position: Q4 2025 in Review

Larson Financial Group sold out of Invesco DB Oil Fund (DBO) in Q4 2025, closing a stake of 856 shares — an estimated $11.5K sold.

Larson Financial Group first reported a position in DBO in Q4 2018 and held it in 28 quarters. The position peaked at $14K in Q2 2022. 53 funds tracked by Wall St. Rank hold DBO as of Q4 2025.

Larson Financial Group reported no remaining Invesco DB Oil Fund position as of Q4 2025 after selling out during the quarter.
Larson Financial Group sold 856 Invesco DB Oil Fund shares in Q4 2025, an estimated $11.5K.
Larson Financial Group first reported a position in Invesco DB Oil Fund in Q4 2018 and held it in 28 quarters.
Larson Financial Group's Invesco DB Oil Fund position peaked at $14K in Q2 2022.
53 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.