MV Oil TrustMVO
13F holders, Q1 2024 (March 31)24holders
$10.62avg. 13F price*
At the end of Q1 2024, 24 institutions reported holding MV Oil Trust (MVO) in their 13F filings. The largest holders were Symphony Financial, Ltd. Co. ($717K), Selective Wealth Management, Inc. ($653K) and Cambridge Investment Research Advisors, Inc. ($301K).
- Company
- MV Oil Trust
- CUSIP
- 553859109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $560K |
| Exits | 4 | $1.5M |
Ownership 24 holders
| Symphony Financial, Ltd. Co. | 0.17% | Add +1.6% | 67,103 | $717K |
| Selective Wealth Management, Inc. | 0.28% | Reduce -3.6% | 63,186 | $653K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 28,197 | $301K |
| BlackRock Inc. | 0.00% | Add +112.9% | 27,729 | $296K |
| Susquehanna International Group, LLP | 0.00% | Add +19.4% | 24,652 | $264K |
| Redhawk Wealth Advisors, Inc. | 0.03% | No change | 18,957 | $202K |
| Cwm, LLC | 0.00% | Reduce -0.3% | 18,000 | $192K |
| RIA Advisory Group LLC | 0.05% | New | 12,000 | $128K |
| Marshall Wace, LLP | 0.00% | New | 11,785 | $126K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -36.3% | 11,016 | $118K |
| Morgan Stanley | 0.00% | Reduce -81.9% | 8,115 | $87K |
| Bank of America Corp. | 0.00% | No change | 4,550 | $49K |
| SouthState Bank Corp | 0.00% | No change | 4,000 | $43K |
| Royal Bank of Canada | 0.00% | No change | 2,150 | $23K |
| Creekmur Asset Management LLC | 0.01% | Add +3.5% | 2,027 | $22K |
| UBS Group AG | 0.00% | No change | 1,247 | $13K |
| PSI Advisors, LLC | 0.00% | No change | 1,000 | $11K |
| US Bancorp \de | 0.00% | No change | 1,000 | $11K |
| Osaic Holdings, Inc. | 0.00% | Add +37.5% | 734 | $8K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 700 | $7K |
| Barclays PLC | 0.00% | New | 438 | $5K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 100 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 100 | $1K |
| Wells Fargo & Company | 0.00% | No change | 1 | $9 |
"% of holder's portfolio" is MVO's weight in each manager's 13F, not the share of MV Oil Trust the manager owns.