LPL Financial
DBO icon

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 		$492K Buy
+25,000
New +$387K ﹤0.01% 4764

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.