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Roxbury Financial’s Invesco DB Oil Fund DBO Stock Holding History

Roxbury 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 		– Sell
-6,200
Closed -$122K – 416
2026
Q1 		$122K Buy
+6,200
New +$95.9K 0.11% 124

Other funds holding DBO

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BWM
BankPlus Wealth Management Jackson, Mississippi $222M AUM 19.54% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

Roxbury Financial's DBO Position: Q2 2026 in Review

Roxbury Financial sold out of Invesco DB Oil Fund (DBO) in Q2 2026, closing a stake of 6,200 shares — an estimated $122K sold.

Roxbury Financial first reported a position in DBO in Q1 2026 and held it in 1 quarter. The position peaked at $122K in Q1 2026. 9 funds tracked by Wall St. Rank hold DBO as of Q2 2026.

  • Roxbury Financial reported no remaining Invesco DB Oil Fund position as of Q2 2026 after selling out during the quarter.
  • Roxbury Financial sold 6,200 Invesco DB Oil Fund shares in Q2 2026, an estimated $122K.
  • Roxbury Financial first reported a position in Invesco DB Oil Fund in Q1 2026 and held it in 1 quarter.
  • Roxbury Financial's Invesco DB Oil Fund position peaked at $122K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.