MV Oil TrustMVO
13F holders, Q1 2026 (March 31)24holders +1
8new positions
7sold out
1famous investor
$2.26avg. 13F price*
At the end of Q1 2026, 24 institutions reported holding MV Oil Trust (MVO) in their 13F filings, up 1 from Q4 2025. 8 opened new positions and 7 sold out. The largest holders were Symphony Financial, Ltd. Co. ($165K), Bank of America Corp. ($126K) and Jane Street Group, LLC ($78K). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $147K |
| Exits | 7 | $145K |
All 13F filers, Q4 2025 → Q1 2026: 125,564 shares bought and 250,851 shares sold, net −125,287 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Symphony Financial, Ltd. Co. | 0.02% | Add +3.6% | 73,352 | $165K |
| Bank of America Corp. | 0.00% | Add +1614.1% | 55,708 | $126K |
| Jane Street Group, LLC | 0.00% | New | 34,385 | $78K |
| XTX Topco Ltd | 0.00% | Reduce -6.3% | 34,048 | $77K |
| HRT Financial LP | 0.00% | Add +2.6% | 23,944 | $54K |
| Acadian Asset Management LLC | 0.00% | Reduce -29.0% | 20,316 | $45K |
| Citadel Advisors | 0.00% | Reduce -80.8% | 19,835 | $45K |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.7% | 18,829 | $43K |
| McGowan Group Asset Management, Inc. | 0.01% | New | 18,609 | $42K |
| Selective Wealth Management, Inc. | 0.01% | Reduce -14.1% | 12,806 | $33K |
| Allworth Financial LP | 0.00% | Add +52.4% | 14,542 | $32K |
| Cerity Partners LLC | 0.00% | No change | 11,600 | $26K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 10,000 | $23K |
| Osaic Holdings, Inc. | 0.00% | No change | 4,500 | $10K |
| SouthState Bank Corp | 0.00% | No change | 3,939 | $9K |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.6% | 1,244 | $3K |
| Morgan Stanley | 0.00% | Reduce -86.3% | 1,000 | $2K |
| IFP Advisors, Inc | 0.00% | New | 1,000 | $2K |
| Harbour Investments, Inc. | 0.00% | New | 800 | $2K |
| UBS Group AG | 0.00% | No change | 747 | $2K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 700 | $2K |
| NewEdge Advisors, LLC | 0.00% | New | 40 | $90 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1 | $2 |
| Advisory Services Network, LLC | 0.00% | New | 1 | $1 |
"% of holder's portfolio" is MVO's weight in each manager's 13F, not the share of MV Oil Trust the manager owns.