MV Oil TrustMVO
13F holders, Q2 2024 (June 30)19holders −5
2new positions
6sold out
1famous investor
$9.34avg. 13F price*
At the end of Q2 2024, 19 institutions reported holding MV Oil Trust (MVO) in their 13F filings, down 5 from Q1 2024. 2 opened new positions and 6 sold out. The largest holders were Symphony Financial, Ltd. Co. ($630K), Selective Wealth Management, Inc. ($532K) and Susquehanna International Group, LLP ($322K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- MV Oil Trust
- CUSIP
- 553859109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $103K |
| Exits | 6 | $365K |
All 13F filers, Q1 2024 → Q2 2024: 46,727 shares bought and 46,224 shares sold, net +503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Symphony Financial, Ltd. Co. | 0.12% | Add +1.4% | 68,058 | $630K |
| Selective Wealth Management, Inc. | 0.23% | Reduce -8.7% | 57,674 | $532K |
| Susquehanna International Group, LLP | 0.00% | Add +38.7% | 34,183 | $322K |
| Marshall Wace, LLP | 0.00% | Add +176.4% | 32,576 | $307K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.2% | 30,778 | $290K |
| BlackRock Inc. | 0.00% | No change | 27,729 | $261K |
| Cwm, LLC | 0.00% | No change | 18,000 | $169K |
| Citadel Advisors | 0.00% | New | 10,678 | $101K |
| SouthState Bank Corp | 0.00% | No change | 4,000 | $38K |
| Bank of America Corp. | 0.00% | Reduce -22.0% | 3,550 | $33K |
| Royal Bank of Canada | 0.00% | Add +46.5% | 3,150 | $30K |
| Morgan Stanley | 0.00% | Reduce -69.2% | 2,503 | $24K |
| Osaic Holdings, Inc. | 0.00% | Add +124.3% | 1,646 | $16K |
| UBS Group AG | 0.00% | No change | 1,247 | $12K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 700 | $7K |
| Barclays PLC | 0.00% | No change | 438 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 279 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 100 | $942 |
| Wells Fargo & Company | 0.00% | No change | 1 | $8 |
"% of holder's portfolio" is MVO's weight in each manager's 13F, not the share of MV Oil Trust the manager owns.