MV Oil TrustMVO
13F holders, Q4 2024 (December 31)21holders +1
4new positions
3sold out
$7.87avg. 13F price*
At the end of Q4 2024, 21 institutions reported holding MV Oil Trust (MVO) in their 13F filings, up 1 from Q3 2024. 4 opened new positions and 3 sold out. The largest holders were Symphony Financial, Ltd. Co. ($474K), Marshall Wace, LLP ($301K) and Selective Wealth Management, Inc. ($253K).
- Company
- MV Oil Trust
- CUSIP
- 553859109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $315K |
| Exits | 3 | $141K |
All 13F filers, Q3 2024 → Q4 2024: 58,306 shares bought and 55,055 shares sold, net +3,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Symphony Financial, Ltd. Co. | 0.07% | Reduce -4.9% | 65,976 | $474K |
| Marshall Wace, LLP | 0.00% | New | 37,434 | $301K |
| Selective Wealth Management, Inc. | 0.10% | Reduce -21.7% | 29,473 | $253K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 31,346 | $252K |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.0% | 20,511 | $165K |
| BlackRock, Inc. | 0.00% | Add +179.6% | 19,415 | $156K |
| Cwm, LLC | 0.00% | No change | 18,000 | $144K |
| Simplex Trading, LLC | 0.00% | Add +443.3% | 5,992 | $48K |
| Group One Trading LLC | 0.00% | Add +17.4% | 5,400 | $43K |
| UBS Group AG | 0.00% | Reduce -74.9% | 4,219 | $34K |
| Bank of America Corp. | 0.00% | Add +21.6% | 3,951 | $32K |
| SouthState Bank Corp | 0.00% | Reduce -1.5% | 3,939 | $32K |
| Royal Bank of Canada | 0.00% | Reduce -24.1% | 3,150 | $25K |
| Osaic Holdings, Inc. | 0.00% | Add +10.4% | 1,834 | $15K |
| Morgan Stanley | 0.00% | Reduce -87.4% | 1,271 | $10K |
| New Wave Wealth Advisors LLC | 0.00% | New | 1,000 | $8K |
| BNP Paribas Financial Markets | 0.00% | New | 788 | $6K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 700 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 100 | $803 |
| Wells Fargo & Company | 0.00% | No change | 1 | $7 |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 32 | $3 |
"% of holder's portfolio" is MVO's weight in each manager's 13F, not the share of MV Oil Trust the manager owns.