NFP
DBO icon

Narus Financial Partners’s Invesco DB Oil Fund DBO Stock Holding History

Narus Financial Partners’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 		$2.32M Sell
131,344
-12,940
-9% -$269K 0.6% 30
2026
Q1 		$2.84M Buy
144,284
+12,499
+9% +$193K 0.74% 20
2025
Q4 		$1.61M Sell
131,785
-84,687
-39% -$1.09M 0.44% 44
2025
Q3 		$2.91M Sell
216,472
-17,970
-8% -$245K 0.8% 18
2025
Q2 		$3.1M Sell
234,442
-14,979
-6% -$194K 0.97% 13
2025
Q1 		$3.57M Buy
249,421
+46,671
+23% +$671K 1.22% 12
2024
Q4 		$2.9M Buy
202,750
+35,254
+21% +$510K 0.98% 14
2024
Q3 		$2.34M Buy
167,496
+5,315
+3% +$79.1K 0.84% 21
2024
Q2 		$2.57M Sell
162,181
-7,774
-5% -$121K 1.04% 18
2024
Q1 		$2.64M Buy
169,955
+21,984
+15% +$321K 1.13% 17
2023
Q4 		$2.06M Sell
147,971
-23,783
-14% -$377K 0.99% 19
2023
Q3 		$3.03M Buy
171,754
+6,717
+4% +$109K 1.56% 9
2023
Q2 		$2.33M Buy
165,037
+5,855
+4% +$83.8K 1.2% 16
2023
Q1 		$2.32M Sell
159,182
-8,823
-5% -$129K 1.26% 15
2022
Q4 		$2.56M Sell
168,005
-5,552
-3% -$88.4K 1.48% 8
2022
Q3 		$2.63M Sell
173,557
-4,969
-3% -$83.7K 1.67% 6
2022
Q2 		$3.26M Buy
178,526
+9,052
+5% +$170K 2.07% 5
2022
Q1 		$2.94M Buy
+169,474
New +$2.69M 1.64% 9
2021
Q1 		$294K Buy
+27,932
New +$282K 0.18% 68
2019
Q4 		– Sell
-37,978
Closed -$359K – 80
2019
Q3 		$359K Sell
37,978
-11,175
-23% -$109K 0.26% 46
2019
Q2 		$493K Buy
+49,153
New +$510K 0.38% 31

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Narus Financial Partners's DBO Position: Q2 2026 in Review

Narus Financial Partners reduced its Invesco DB Oil Fund (DBO) stake by 9% in Q2 2026, selling an estimated $269K and leaving 131,344 shares worth $2.32M. The position accounts for 0.6% of the portfolio, ranked #30.

Narus Financial Partners first reported a position in DBO in Q2 2019 and has held it in 21 quarters since. The position peaked at $3.57M in Q1 2025. 52 funds tracked by Wall St. Rank hold DBO as of Q2 2026.

  • Narus Financial Partners held 131,344 shares of Invesco DB Oil Fund worth $2.32M as of Q2 2026.
  • Narus Financial Partners sold 12,940 Invesco DB Oil Fund shares in Q2 2026, an estimated $269K.
  • Invesco DB Oil Fund made up 0.6% of Narus Financial Partners's portfolio in Q2 2026, its #30 holding.
  • Narus Financial Partners first reported a position in Invesco DB Oil Fund in Q2 2019 and has held it in 21 quarters since.
  • Narus Financial Partners's Invesco DB Oil Fund position peaked at $3.57M in Q1 2025.
  • 52 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.