MV Oil TrustMVO
13F holders, Q1 2025 (March 31)20holders −1
4new positions
4sold out
1famous investor
$5.51avg. 13F price*
At the end of Q1 2025, 20 institutions reported holding MV Oil Trust (MVO) in their 13F filings, down 1 from Q4 2024. 4 opened new positions and 4 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($172K), Selective Wealth Management, Inc. ($164K) and Susquehanna International Group, LLP ($127K). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $129K |
| Exits | 4 | $830K |
All 13F filers, Q4 2024 → Q1 2025: 41,147 shares bought and 117,584 shares sold, net −76,437 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.7% | 31,881 | $172K |
| Selective Wealth Management, Inc. | 0.07% | Reduce -10.1% | 26,496 | $164K |
| Susquehanna International Group, LLP | 0.00% | Add +14.4% | 23,469 | $127K |
| Cwm, LLC | 0.00% | No change | 18,000 | $97K |
| Gsa Capital Partners LLP | 0.01% | New | 17,421 | $94K |
| BlackRock, Inc. | 0.00% | Reduce -21.6% | 15,211 | $82K |
| Group One Trading LLC | 0.00% | Add +104.8% | 11,060 | $60K |
| UBS Group AG | 0.00% | Add +103.4% | 8,582 | $46K |
| Royal Bank of Canada | 0.00% | Add +95.2% | 6,150 | $33K |
| Citadel Advisors | 0.00% | New | 5,764 | $31K |
| Bank of America Corp. | 0.00% | No change | 3,951 | $21K |
| SouthState Bank Corp | 0.00% | No change | 3,939 | $21K |
| Osaic Holdings, Inc. | 0.00% | Add +3.6% | 1,900 | $10K |
| Morgan Stanley | 0.00% | Add +45.6% | 1,851 | $10K |
| BNP Paribas Financial Markets | 0.00% | Reduce -0.1% | 787 | $4K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 700 | $4K |
| Inlight Wealth Management, LLC | 0.00% | New | 500 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 300 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 100 | $540 |
| Wells Fargo & Company | 0.00% | No change | 1 | $5 |
"% of holder's portfolio" is MVO's weight in each manager's 13F, not the share of MV Oil Trust the manager owns.