LPL Financial
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LPL Financial’s Invesco DB Oil Fund DBO Stock Holding History

LPL Financial’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
Q1 		$2.33M Buy
118,408
+23,470
+25% +$363K ﹤0.01% 3365
2025
Q4 		$1.16M Buy
94,938
+12,644
+15% +$162K ﹤0.01% 3916
2025
Q3 		$1.11M Sell
82,294
-37,292
-31% -$508K ﹤0.01% 3895
2025
Q2 		$1.58M Sell
119,586
-8,736
-7% -$113K ﹤0.01% 3341
2025
Q1 		$1.84M Sell
128,322
-56,090
-30% -$806K ﹤0.01% 3022
2024
Q4 		$2.64M Buy
184,412
+52,198
+39% +$755K ﹤0.01% 2616
2024
Q3 		$1.85M Buy
132,214
+3,175
+2% +$47.3K ﹤0.01% 2811
2024
Q2 		$2.05M Sell
129,039
-221,924
-63% -$3.44M ﹤0.01% 2577
2024
Q1 		$5.45M Sell
350,963
-244,138
-41% -$3.57M ﹤0.01% 1712
2023
Q4 		$8.28M Buy
595,101
+443,872
+294% +$7.04M 0.01% 1357
2023
Q3 		$2.67M Buy
151,229
+37,347
+33% +$607K ﹤0.01% 2069
2023
Q2 		$1.61M Sell
113,882
-3,694
-3% -$52.9K ﹤0.01% 2444
2023
Q1 		$1.71M Sell
117,576
-24,894
-17% -$365K ﹤0.01% 2275
2022
Q4 		$2.17M Sell
142,470
-13,677
-9% -$218K ﹤0.01% 2015
2022
Q3 		$2.37M Sell
156,147
-32,307
-17% -$544K ﹤0.01% 1846
2022
Q2 		$3.44M Sell
188,454
-67,786
-26% -$1.27M ﹤0.01% 1641
2022
Q1 		$4.44M Sell
256,240
-68,692
-21% -$1.09M ﹤0.01% 1519
2021
Q4 		$4.4M Sell
324,932
-20,153
-6% -$284K ﹤0.01% 1536
2021
Q3 		$4.74M Sell
345,085
-103,018
-23% -$1.31M ﹤0.01% 1433
2021
Q2 		$5.78M Buy
448,103
+40,410
+10% +$475K 0.01% 1239
2021
Q1 		$4.29M Buy
407,693
+3,322
+0.8% +$33.5K ﹤0.01% 1332
2020
Q4 		$3.41M Sell
404,371
-49,451
-11% -$373K ﹤0.01% 1344
2020
Q3 		$3.26M Buy
453,822
+6,098
+1% +$45K 0.01% 1180
2020
Q2 		$3.13M Buy
447,724
+339,944
+315% +$2.12M 0.01% 1110
2020
Q1 		$661K Sell
107,780
-98,997
-48% -$843K ﹤0.01% 1906
2019
Q4 		$2.21M Buy
206,777
+105,041
+103% +$1.05M ﹤0.01% 1290
2019
Q3 		$962K Sell
101,736
-3,594
-3% -$35.2K ﹤0.01% 1780
2019
Q2 		$1.06M Sell
105,330
-2,734
-3% -$28.4K ﹤0.01% 1686
2019
Q1 		$1.14M Buy
108,064
+192
+0.2% +$1.92K ﹤0.01% 1574
2018
Q4 		$914K Buy
107,872
+10,742
+11% +$119K ﹤0.01% 1597
2018
Q3 		$1.31M Sell
97,130
-5,583
-5% -$69K ﹤0.01% 1475
2018
Q2 		$1.28M Sell
102,713
-12,628
-11% -$150K ﹤0.01% 1460
2018
Q1 		$1.29M Sell
115,341
-19,229
-14% -$206K ﹤0.01% 1415
2017
Q4 		$1.37M Sell
134,570
-13,217
-9% -$124K ﹤0.01% 1316
2017
Q3 		$1.3M Sell
147,787
-16,216
-10% -$135K ﹤0.01% 1254
2017
Q2 		$1.32M Buy
164,003
+135,859
+483% +$1.14M 0.01% 1201
2017
Q1 		$247K Sell
28,144
-2,212
-7% -$20.2K ﹤0.01% 2344
2016
Q4 		$287K Sell
30,356
-815
-3% -$7.36K ﹤0.01% 2212
2016
Q3 		$281K Sell
31,171
-3,030
-9% -$25.9K ﹤0.01% 2171
2016
Q2 		$310K Sell
34,201
-36,829
-52% -$319K ﹤0.01% 2045
2016
Q1 		$516K Buy
71,030
+38,470
+118% +$292K ﹤0.01% 2144
2015
Q4 		$287K Buy
+32,560
New +$346K ﹤0.01% 2570
2015
Q3 		– Sell
-11,247
Closed -$148K – 2807
2015
Q2 		$148K Sell
11,247
-14,918
-57% -$219K ﹤0.01% 2698
2015
Q1 		$361K Buy
+26,165
New +$366K ﹤0.01% 2103
2014
Q3 		– Sell
-186,809
Closed -$5.75M – 2716
2014
Q2 		$5.75M Sell
186,809
-34,452
-16% -$1.01M 0.03% 425
2014
Q1 		$6.33M Sell
221,261
-40,031
-15% -$1.11M 0.04% 379
2013
Q4 		$7.24M Sell
261,292
-90,238
-26% -$2.46M 0.05% 340
2013
Q3 		$9.87M Buy
351,530
+336,520
+2,242% +$9.24M 0.07% 260
2013
Q2 		$389K Buy
+15,010
New +$390K ﹤0.01% 1731

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
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
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
NFP
Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

LPL Financial's DBO Position: Q1 2026 in Review

LPL Financial increased its Invesco DB Oil Fund (DBO) stake by 25% in Q1 2026, buying an estimated $363K and bringing the position to 118,408 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #3365.

LPL Financial first reported a position in DBO in Q2 2013 and has held it in 49 quarters since. The position peaked at $9.87M in Q3 2013. 61 funds tracked by Wall St. Rank hold DBO as of Q1 2026.

  • LPL Financial held 118,408 shares of Invesco DB Oil Fund worth $2.33M as of Q1 2026.
  • LPL Financial bought 23,470 Invesco DB Oil Fund shares in Q1 2026, an estimated $363K.
  • Invesco DB Oil Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3365 holding.
  • LPL Financial first reported a position in Invesco DB Oil Fund in Q2 2013 and has held it in 49 quarters since.
  • LPL Financial's Invesco DB Oil Fund position peaked at $9.87M in Q3 2013.
  • 61 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.