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
Q2 		$177K Sell
10,000
-15,000
-60% -$312K ﹤0.01% 5800
2026
Q1 		$492K Buy
+25,000
New +$387K ﹤0.01% 4764

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial's DBO Position: Q2 2026 in Review

LPL Financial reduced its Invesco DB Oil Fund (DBO) stake by 7.5% in Q2 2026, selling an estimated $185K and leaving 109,542 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #3780.

LPL Financial first reported a position in DBO in Q2 2013 and has held it in 50 quarters since. The position peaked at $9.87M in Q3 2013. 52 funds tracked by Wall St. Rank hold DBO as of Q2 2026.

  • LPL Financial held 109,542 shares of Invesco DB Oil Fund worth $1.93M as of Q2 2026.
  • LPL Financial sold 8,866 Invesco DB Oil Fund shares in Q2 2026, an estimated $185K.
  • Invesco DB Oil Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3780 holding.
  • LPL Financial first reported a position in Invesco DB Oil Fund in Q2 2013 and has held it in 50 quarters since.
  • LPL Financial's Invesco DB Oil Fund position peaked at $9.87M in Q3 2013.
  • 52 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.