MV Oil TrustMVO
13F holders, Q2 2025 (June 30)23holders +3
6new positions
3sold out
$5.77avg. 13F price*
At the end of Q2 2025, 23 institutions reported holding MV Oil Trust (MVO) in their 13F filings, up 3 from Q1 2025. 6 opened new positions and 3 sold out. The largest holders were Symphony Financial, Ltd. Co. ($396K), Gsa Capital Partners LLP ($252K) and Cambridge Investment Research Advisors, Inc. ($182K).
- Company
- MV Oil Trust
- CUSIP
- 553859109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $648K |
| Exits | 3 | $118K |
All 13F filers, Q1 2025 → Q2 2025: 167,364 shares bought and 37,256 shares sold, net +130,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Symphony Financial, Ltd. Co. | 0.05% | New | 68,446 | $396K |
| Gsa Capital Partners LLP | 0.02% | Add +151.1% | 43,744 | $252K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.0% | 31,548 | $182K |
| Susquehanna International Group, LLP | 0.00% | Add +25.4% | 29,430 | $170K |
| Selective Wealth Management, Inc. | 0.05% | Reduce -10.5% | 23,721 | $139K |
| Morgan Stanley | 0.00% | Add +1190.7% | 23,890 | $138K |
| Cwm, LLC | 0.00% | No change | 18,000 | $104K |
| Janney Montgomery Scott LLC | 0.00% | New | 15,910 | $92K |
| Marshall Wace, LLP | 0.00% | New | 15,270 | $88K |
| Group One Trading LLC | 0.00% | Reduce -12.7% | 9,660 | $56K |
| Allworth Financial LP | 0.00% | New | 9,542 | $55K |
| Royal Bank of Canada | 0.00% | Reduce -18.7% | 5,000 | $29K |
| SouthState Bank Corp | 0.00% | No change | 3,939 | $23K |
| Bank of America Corp. | 0.00% | Reduce -12.7% | 3,450 | $20K |
| Simplex Trading, LLC | 0.00% | New | 3,083 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +233.3% | 1,000 | $6K |
| Osaic Holdings, Inc. | 0.00% | Reduce -57.9% | 800 | $5K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 700 | $4K |
| Inlight Wealth Management, LLC | 0.00% | No change | 500 | $3K |
| UBS Group AG | 0.00% | Reduce -96.0% | 347 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 100 | $576 |
| Raymond James Financial Inc. | 0.00% | New | 90 | $518 |
| 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.