Selective Wealth Management, Inc. Mv Oil Trust Transaction History

Selective Wealth Management, Inc.

$240 Million
Q1 2025

A detailed history of Selective Wealth Management, Inc. transactions in Mv Oil Trust stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 26,496 shares of MVO stock, worth $160,830. This represents 0.06% of its overall portfolio holdings.

Number of Shares

26,496

Previous 29,473 10.1%

Holding current value

$160,830

Previous $236,000 37.71%

% of portfolio

0.06%

Previous 0.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$4.78 - $8.76 $14,230 - $26,078	-2,977 Reduced 10.1%	26,496 $147,000
Q4 2024 Jan 15, 2025	SELL	$7.52 - $10.27 $61,423 - $83,885	-8,168 Reduced 21.7%	29,473 $236,000
Q3 2024 Oct 09, 2024	SELL	$8.95 - $9.92 $179,295 - $198,727	-20,033 Reduced 34.73%	37,641 $357,000
Q2 2024 Jul 10, 2024	SELL	$8.65 - $11.3 $47,678 - $62,285	-5,512 Reduced 8.72%	57,674 $543,000
Q1 2024 Apr 11, 2024	SELL	$9.07 - $12.56 $21,495 - $29,767	-2,370 Reduced 3.62%	63,186 $675,000
Q4 2023 Jan 05, 2024	SELL	$11.66 - $13.67 $47,794 - $56,033	-4,099 Reduced 5.88%	65,556 $787,000
Q3 2023 Oct 10, 2023	SELL	$11.29 - $13.74 $120,667 - $146,853	-10,688 Reduced 13.3%	69,655 $949,000
Q2 2023 Jul 11, 2023	SELL	$10.45 - $13.46 $102,577 - $132,123	-9,816 Reduced 10.89%	80,343 $1.03 Million
Q4 2022 Jan 23, 2023	SELL	$12.41 - $16.33 $2.09 Million - $2.75 Million	-168,357 Reduced 65.12%	90,159 $0
Q3 2022 Oct 21, 2022	SELL	$10.61 - $14.34 $39,617 - $53,545	-3,734 Reduced 1.42%	258,516 $3.22 Million
Q2 2022 Jul 28, 2022	BUY	$9.32 - $12.41 $1.04 Million - $1.38 Million	111,244 Added 73.67%	262,250 $2.93 Million
Q1 2022 Apr 20, 2022	BUY	$8.69 - $14.58 $1.31 Million - $2.2 Million	151,006 New	151,006 $1.77 Million

Others Institutions Holding MVO

# of Institutions

Shares Held

260K

Call Options Held

Put Options Held

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About MV Oil Trust

Ticker MVO
Exchange NYSE
Sector Energy
Industry Oil & Gas E&P
Shares Outstandng 11,500,000
Market Cap $69.8M
Description
MV Oil Trust acquires and holds net profits interests in the oil and natural gas properties of MV Partners, LLC. Its properties include approximately 860 producing oil and gas wells located in the Mid-Continent region in the states of Kansas and Colorado. The company was incorporated in 2006 and is based in Houston, Texas.

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Selective Wealth Management, Inc. Mv Oil Trust Transaction History