Morgan Stanley
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Morgan Stanley’s Invesco DB Oil Fund DBO Stock Holding History

Morgan Stanley’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 		$644K Buy
32,742
+2,530
+8% +$39.2K ﹤0.01% 5356
2025
Q4 		$369K Buy
30,212
+185
+0.6% +$2.37K ﹤0.01% 5670
2025
Q3 		$404K Sell
30,027
-5,212
-15% -$71K ﹤0.01% 5603
2025
Q2 		$466K Sell
35,239
-9,498
-21% -$123K ﹤0.01% 5492
2025
Q1 		$641K Buy
44,737
+2,847
+7% +$40.9K ﹤0.01% 5219
2024
Q4 		$599K Sell
41,890
-12,982
-24% -$188K ﹤0.01% 5348
2024
Q3 		$767K Buy
54,872
+10,291
+23% +$153K ﹤0.01% 5193
2024
Q2 		$707K Sell
44,581
-24,176
-35% -$375K ﹤0.01% 5142
2024
Q1 		$1.07M Sell
68,757
-49,341
-42% -$721K ﹤0.01% 4918
2023
Q4 		$1.64M Buy
118,098
+75,733
+179% +$1.2M ﹤0.01% 5029
2023
Q3 		$748K Sell
42,365
-20,303
-32% -$330K ﹤0.01% 4960
2023
Q2 		$885K Buy
62,668
+18,238
+41% +$261K ﹤0.01% 4902
2023
Q1 		$647K Sell
44,430
-19,358
-30% -$284K ﹤0.01% 5110
2022
Q4 		$970K Sell
63,788
-5,547
-8% -$88.3K ﹤0.01% 4891
2022
Q3 		$1.05M Sell
69,335
-82,062
-54% -$1.38M ﹤0.01% 4848
2022
Q2 		$2.76M Buy
151,397
+45,670
+43% +$856K ﹤0.01% 4289
2022
Q1 		$1.83M Buy
105,727
+83,831
+383% +$1.33M ﹤0.01% 4582
2021
Q4 		$296K Sell
21,896
-157,641
-88% -$2.22M ﹤0.01% 5850
2021
Q3 		$2.46M Buy
179,537
+129,426
+258% +$1.64M ﹤0.01% 4398
2021
Q2 		$646K Buy
50,111
+10,757
+27% +$126K ﹤0.01% 5362
2021
Q1 		$414K Sell
39,354
-25,446
-39% -$256K ﹤0.01% 5259
2020
Q4 		$546K Sell
64,800
-82,456
-56% -$623K ﹤0.01% 5027
2020
Q3 		$1.06M Sell
147,256
-37,803
-20% -$279K ﹤0.01% 4180
2020
Q2 		$1.29M Buy
185,059
+30,814
+20% +$192K ﹤0.01% 3969
2020
Q1 		$946K Buy
154,245
+93,653
+155% +$797K ﹤0.01% 3999
2019
Q4 		$647K Buy
60,592
+12,788
+27% +$128K ﹤0.01% 4781
2019
Q3 		$453K Sell
47,804
-3,328
-7% -$32.6K ﹤0.01% 4728
2019
Q2 		$514K Sell
51,132
-3,658
-7% -$37.9K ﹤0.01% 4595
2019
Q1 		$577K Sell
54,790
-6,057
-10% -$60.5K ﹤0.01% 4468
2018
Q4 		$515K Sell
60,847
-155,835
-72% -$1.73M ﹤0.01% 4763
2018
Q3 		$2.92M Sell
216,682
-19,027
-8% -$235K ﹤0.01% 3687
2018
Q2 		$2.94M Buy
235,709
+130,538
+124% +$1.55M ﹤0.01% 3716
2018
Q1 		$1.18M Buy
105,171
+9,843
+10% +$105K ﹤0.01% 4429
2017
Q4 		$968K Sell
95,328
-30,305
-24% -$284K ﹤0.01% 4563
2017
Q3 		$1.1M Sell
125,633
-62,137
-33% -$516K ﹤0.01% 4353
2017
Q2 		$1.51M Sell
187,770
-36,929
-16% -$309K ﹤0.01% 4042
2017
Q1 		$1.97M Sell
224,699
-33,602
-13% -$306K ﹤0.01% 3830
2016
Q4 		$2.5M Sell
258,301
-38,104
-13% -$344K ﹤0.01% 3729
2016
Q3 		$2.63M Sell
296,405
-15,518
-5% -$133K ﹤0.01% 3272
2016
Q2 		$2.86M Sell
311,923
-40,406
-11% -$350K ﹤0.01% 3127
2016
Q1 		$2.74M Buy
352,329
+75,052
+27% +$569K ﹤0.01% 3084
2015
Q4 		$2.51M Buy
277,277
+31,896
+13% +$338K ﹤0.01% 3298
2015
Q3 		$2.79M Buy
245,381
+20,202
+9% +$240K ﹤0.01% 3194
2015
Q2 		$3.29M Sell
225,179
-27,155
-11% -$399K ﹤0.01% 3175
2015
Q1 		$3.4M Buy
252,334
+56,985
+29% +$797K ﹤0.01% 3110
2014
Q4 		$3.07M Buy
195,349
+68,523
+54% +$1.49M ﹤0.01% 3188
2014
Q3 		$3.44M Sell
126,826
-4,029
-3% -$115K ﹤0.01% 2973
2014
Q2 		$4.03M Buy
130,855
+6,209
+5% +$183K ﹤0.01% 2865
2014
Q1 		$3.57M Buy
124,646
+61,434
+97% +$1.7M ﹤0.01% 2905
2013
Q4 		$1.75M Sell
63,212
-17,865
-22% -$488K ﹤0.01% 3479
2013
Q3 		$2.22M Sell
81,077
-27,030
-25% -$742K ﹤0.01% 3134
2013
Q2 		$2.8M Buy
+108,107
New +$2.81M ﹤0.01% 2868

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

Morgan Stanley's DBO Position: Q1 2026 in Review

Morgan Stanley increased its Invesco DB Oil Fund (DBO) stake by 8.4% in Q1 2026, buying an estimated $39.2K and bringing the position to 32,742 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #5356.

Morgan Stanley first reported a position in DBO in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.03M in Q2 2014. 61 funds tracked by Wall St. Rank hold DBO as of Q1 2026.

  • Morgan Stanley held 32,742 shares of Invesco DB Oil Fund worth $644K as of Q1 2026.
  • Morgan Stanley bought 2,530 Invesco DB Oil Fund shares in Q1 2026, an estimated $39.2K.
  • Invesco DB Oil Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5356 holding.
  • Morgan Stanley first reported a position in Invesco DB Oil Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Invesco DB Oil Fund position peaked at $4.03M in Q2 2014.
  • 61 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.