MV Oil TrustMVO
13F holders, Q3 2025 (September 30)22holders −1
4new positions
4sold out
1famous investor
$5.63avg. 13F price*
At the end of Q3 2025, 22 institutions reported holding MV Oil Trust (MVO) in their 13F filings, down 1 from Q2 2025. 4 opened new positions and 4 sold out. The largest holders were Symphony Financial, Ltd. Co. ($389K), Morgan Stanley ($340K) and Susquehanna International Group, LLP ($274K). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $186K |
| Exits | 4 | $86K |
All 13F filers, Q2 2025 → Q3 2025: 91,877 shares bought and 53,860 shares sold, net +38,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Symphony Financial, Ltd. Co. | 0.05% | Add +1.5% | 69,455 | $389K |
| Morgan Stanley | 0.00% | Add +153.0% | 60,432 | $340K |
| Susquehanna International Group, LLP | 0.00% | Add +65.6% | 48,737 | $274K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.5% | 31,404 | $176K |
| Selective Wealth Management, Inc. | 0.04% | Reduce -9.7% | 21,432 | $127K |
| Citadel Advisors | 0.00% | New | 18,740 | $105K |
| Cwm, LLC | 0.00% | No change | 18,000 | $101K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.8% | 17,313 | $97K |
| Marshall Wace, LLP | 0.00% | Reduce -13.1% | 13,274 | $75K |
| Gsa Capital Partners LLP | 0.01% | Reduce -71.8% | 12,353 | $69K |
| Cerity Partners LLC | 0.00% | New | 11,600 | $65K |
| Allworth Financial LP | 0.00% | No change | 9,542 | $53K |
| SouthState Bank Corp | 0.00% | No change | 3,939 | $22K |
| Bank of America Corp. | 0.00% | Reduce -5.8% | 3,250 | $18K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,727 | $15K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,000 | $6K |
| UBS Group AG | 0.00% | Add +158.2% | 896 | $5K |
| Osaic Holdings, Inc. | 0.00% | No change | 800 | $5K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 700 | $4K |
| Inlight Wealth Management, LLC | 0.00% | No change | 500 | $3K |
| Wells Fargo & Company | 0.00% | No change | 1 | $5 |
| Simplex Trading, LLC | 0.00% | Reduce -97.0% | 93 | $0 |
"% of holder's portfolio" is MVO's weight in each manager's 13F, not the share of MV Oil Trust the manager owns.