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 26 institutions that hold shares in the stock, with a total of 205,201 shares, which have been reported (via 13F filing form) to have a value of $1.21 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
31,881
shares
|
$187,460
0.0% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
27,729
shares
|
$163,046
0.0% of portfolio
|
Q1 2024
Added 112.87%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
23,721
shares
|
$139,479
0.05% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
23,469
shares
|
$137,997
0.0% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
18,000
shares
|
$105,840
0.0% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
17,421
shares
|
$102,435
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
17,400
shares
|
$102,312
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
11,060
shares
|
$65,032
0.0% of portfolio
|
Q1 2025
Added 104.81%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
8,582
shares
|
$50,462
0.0% of portfolio
|
Q1 2025
Added 103.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
6,150
shares
|
$36,162
0.0% of portfolio
|
Q1 2025
Added 95.24%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
5,764
shares
|
$33,892
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,951
shares
|
$23,231
0.0% of portfolio
|
Q4 2024
Added 21.57%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
3,939
shares
|
$23,161
0.0% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,900
shares
|
$11,172
0.0% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,851
shares
|
$10,883
0.0% of portfolio
|
Q1 2025
Added 45.63%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
700
shares
|
$4,116
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
500
shares
|
$2,940
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$2,940
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
300
shares
|
$1,764
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
250
shares
|
$1,470
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
100
shares
|
$588
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
32
shares
|
$188
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$5
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|