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 31 institutions that hold shares in the stock, with a total of 337,484 shares, which have been reported (via 13F filing form) to have a value of $2.02 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
68,446
shares
|
$410,676
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
43,744
shares
|
$262,464
0.02% of portfolio
|
Q2 2025
Added 151.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
31,548
shares
|
$189,288
0.0% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
29,430
shares
|
$176,580
0.0% of portfolio
|
Q2 2025
Added 25.4%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
27,729
shares
|
$166,374
0.0% of portfolio
|
Q1 2024
Added 112.87%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
23,890
shares
|
$143,340
0.0% of portfolio
|
Q2 2025
Added 1190.65%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
23,721
shares
|
$142,326
0.05% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
18,000
shares
|
$108,000
0.0% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
15,910
shares
|
$95,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
15,270
shares
|
$91,620
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,660
shares
|
$57,960
0.0% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
9,542
shares
|
$57,252
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$30,000
0.0% of portfolio
|
Q2 2025
Reduced 18.7%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
3,939
shares
|
$23,634
0.0% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,450
shares
|
$20,700
0.0% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
3,083
shares
|
$18,498
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,602
shares
|
$9,612
0.0% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$6,000
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
700
shares
|
$4,200
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
500
shares
|
$3,000
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$3,000
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
347
shares
|
$2,082
0.0% of portfolio
|
Q2 2025
Reduced 95.96%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
250
shares
|
$1,500
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
100
shares
|
$600
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
90
shares
|
$540
0.0% of portfolio
|
Q2 2025
New holding
|