Mariner’s Invesco DB Oil Fund DBO Stock Holding History

Mariner’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
2024 Q4	–	Sell	-10,257	Closed	-$143K	–	3411
2024 Q3	$143K	Sell	10,257 -230	-2%	-$3.42K	﹤0.01%	3017
2024 Q2	$166K	Hold	10,487	–	–	﹤0.01%	2835
2024 Q1	$163K	Hold	10,487	–	–	﹤0.01%	2826
2023 Q4	$146K	Buy	10,487 +64	+0.6%	+$1.01K	﹤0.01%	2776
2023 Q3	$184K	Hold	10,423	–	–	﹤0.01%	2534
2023 Q2	$147K	Hold	10,423	–	–	﹤0.01%	2551
2023 Q1	$152K	Hold	10,423	–	–	﹤0.01%	2479
2022 Q4	$159K	Buy	10,423 +10	+0.1%	+$159	﹤0.01%	2408
2022 Q3	$158K	Buy	+10,413	New	+$175K	﹤0.01%	2100

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

NFP

Narus Financial Partners Salt Lake City, Utah $382M AUM 30.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Mariner's DBO Position: Q4 2024 in Review

Mariner sold out of Invesco DB Oil Fund (DBO) in Q4 2024, closing a stake of 10,257 shares — an estimated $143K sold.

Mariner first reported a position in DBO in Q3 2022 and held it in 9 quarters. The position peaked at $184K in Q3 2023. 61 funds tracked by Wall St. Rank hold DBO as of Q4 2024.

Mariner reported no remaining Invesco DB Oil Fund position as of Q4 2024 after selling out during the quarter.
Mariner sold 10,257 Invesco DB Oil Fund shares in Q4 2024, an estimated $143K.
Mariner first reported a position in Invesco DB Oil Fund in Q3 2022 and held it in 9 quarters.
Mariner's Invesco DB Oil Fund position peaked at $184K in Q3 2023.
61 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q4 2024.

Based on Mariner's 13F filing for Q4 2024, filed 13 Feb 2025.