MV Oil TrustMVO

13F holders, Q4 2025 (December 31)
23holders +1
5new positions
5sold out
1famous investor
$1.26avg. 13F price*

At the end of Q4 2025, 23 institutions reported holding MV Oil Trust (MVO) in their 13F filings, up 1 from Q3 2025. 5 opened new positions and 5 sold out. The largest holders were Citadel Advisors ($128K), Symphony Financial, Ltd. Co. ($86K) and Group One Trading LLC ($70K). 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

0510152025 Q1 2024: 24Q1 2024Q2 2024: 19Q2 2024Q3 2024: 20Q3 2024Q4 2024: 21Q4 2024Q1 2025: 20Q1 2025Q2 2025: 23Q2 2025Q3 2025: 22Q3 2025Q4 2025: 23Q4 2025Q1 2026: 24Q1 2026Q2 2026: 20Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions5$194K
Exits5$177K

All 13F filers, Q3 2025 → Q4 2025: 258,813 shares bought and 118,633 shares sold, net +140,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders

Citadel Advisors 0.00% Add +452.4% 103,516 $128K
Symphony Financial, Ltd. Co. 0.01% Add +1.9% 70,774 $86K
Group One Trading LLC 0.00% New 56,779 $70K
Susquehanna International Group, LLP 0.00% Add +0.8% 49,110 $61K
XTX Topco Ltd 0.00% New 36,352 $45K
Acadian Asset Management LLC 0.00% New 28,605 $35K
Selective Wealth Management, Inc. 0.01% Reduce -30.4% 14,906 $34K
Gsa Capital Partners LLP 0.00% Add +92.2% 23,743 $29K
HRT Financial LP 0.00% New 23,340 $28K
Cwm, LLC 0.00% Reduce -27.8% 13,000 $16K
Two Sigma Securities, LLC 0.00% New 12,179 $15K
Cerity Partners LLC 0.00% No change 11,600 $14K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -65.5% 10,829 $13K
Allworth Financial LP 0.00% No change 9,542 $12K
Morgan Stanley 0.00% Reduce -87.9% 7,301 $9K
Osaic Holdings, Inc. 0.00% Add +462.5% 4,500 $6K
SouthState Bank Corp 0.00% No change 3,939 $5K
Bank of America Corp. 0.00% No change 3,250 $4K
Rockefeller Capital Management L.P. 0.00% Reduce -57.6% 1,156 $1K
Garton & Associates Financial Advisors LLC 0.00% — 865 $1K
UBS Group AG 0.00% Reduce -16.6% 747 $926
New England Capital Financial Advisors LLC 0.00% No change 700 $868
Inlight Wealth Management, LLC 0.00% No change 500 $610

"% of holder's portfolio" is MVO's weight in each manager's 13F, not the share of MV Oil Trust the manager owns.