MV Oil TrustMVO
13F holders, Q3 2024 (September 30)20holders +1
4new positions
4sold out
$9.49avg. 13F price*
At the end of Q3 2024, 20 institutions reported holding MV Oil Trust (MVO) in their 13F filings, up 1 from Q2 2024. 4 opened new positions and 4 sold out. The largest holders were Symphony Financial, Ltd. Co. ($652K), Selective Wealth Management, Inc. ($370K) and Cambridge Investment Research Advisors, Inc. ($296K).
- Company
- MV Oil Trust
- CUSIP
- 553859109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $76K |
| Exits | 4 | $414K |
All 13F filers, Q2 2024 → Q3 2024: 34,101 shares bought and 71,850 shares sold, net −37,749 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Symphony Financial, Ltd. Co. | 0.11% | Add +1.9% | 69,360 | $652K |
| Selective Wealth Management, Inc. | 0.15% | Reduce -34.7% | 37,641 | $370K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.8% | 31,328 | $296K |
| Susquehanna International Group, LLP | 0.00% | Reduce -22.1% | 26,637 | $252K |
| Cwm, LLC | 0.00% | No change | 18,000 | $170K |
| UBS Group AG | 0.00% | Add +1249.4% | 16,827 | $159K |
| RIA Advisory Group LLC | 0.04% | — | 12,525 | $119K |
| Morgan Stanley | 0.00% | Add +303.6% | 10,101 | $96K |
| BlackRock, Inc. | 0.00% | — | 6,944 | $66K |
| Group One Trading LLC | 0.00% | New | 4,600 | $44K |
| Royal Bank of Canada | 0.00% | Add +31.8% | 4,150 | $39K |
| SouthState Bank Corp | 0.00% | No change | 4,000 | $38K |
| Bank of America Corp. | 0.00% | Reduce -8.4% | 3,250 | $31K |
| CNB Bank | 0.01% | New | 1,953 | $18K |
| Osaic Holdings, Inc. | 0.00% | Add +0.9% | 1,661 | $16K |
| Simplex Trading, LLC | 0.00% | New | 1,103 | $10K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 700 | $7K |
| Winch Advisory Services, LLC | 0.00% | New | 400 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 100 | $946 |
| 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.