Institutional Ownership Mv Oil Trust (MVO)
This table provides information about the institutional ownership of Mv Oil Trust (MVO). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 374,699 shares, which have been reported (via 13F filing form) to have a value of $1.53 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
69,455
shares
|
$282,681
0.05% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
60,432
shares
|
$245,958
0.0% of portfolio
|
Q3 2025
Added 152.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
48,737
shares
|
$198,359
0.0% of portfolio
|
Q3 2025
Added 65.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
31,404
shares
|
$127,814
0.0% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
27,729
shares
|
$112,857
0.0% of portfolio
|
Q1 2024
Added 112.87%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
21,432
shares
|
$87,228
0.04% of portfolio
|
Q3 2025
Reduced 9.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
18,740
shares
|
$76,271
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
18,000
shares
|
$73,260
0.0% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
17,313
shares
|
$70,463
0.0% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
13,274
shares
|
$54,025
0.0% of portfolio
|
Q3 2025
Reduced 13.07%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
12,353
shares
|
$50,276
0.01% of portfolio
|
Q3 2025
Reduced 71.76%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
11,600
shares
|
$47,212
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
9,542
shares
|
$38,835
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
3,939
shares
|
$16,031
0.0% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,250
shares
|
$13,227
0.0% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,727
shares
|
$11,098
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,000
shares
|
$4,070
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
896
shares
|
$3,646
0.0% of portfolio
|
Q3 2025
Added 158.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
800
shares
|
$3,256
0.0% of portfolio
|
Q2 2025
Reduced 50.06%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
700
shares
|
$2,849
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$2,035
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
500
shares
|
$2,035
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
250
shares
|
$1,017
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
93
shares
|
$378
0.0% of portfolio
|
Q3 2025
Reduced 96.98%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
32
shares
|
$130
0.0% of portfolio
|
Q4 2024
New holding
|
|