AF
MVO

Allworth Financial’s MV Oil Trust MVO Stock Holding History

Allworth Financial’s Portfolio MVO Stock Details MVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.4K Buy
14,542
+5,000
+52% +$9.4K ﹤0.01% 2644
2025
Q4 		$11.6K Hold
9,542
– – ﹤0.01% 3160
2025
Q3 		$53.4K Hold
9,542
– – ﹤0.01% 2057
2025
Q2 		$54.9K Buy
+9,542
New +$55.3K ﹤0.01% 1894

Other funds holding MVO

SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Allworth Financial's MVO Position: Q1 2026 in Review

Allworth Financial increased its MV Oil Trust (MVO) stake by 52% in Q1 2026, buying an estimated $9.4K and bringing the position to 14,542 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2644.

Allworth Financial first reported a position in MVO in Q2 2025 and has held it in 4 quarters since. The position peaked at $54.9K in Q2 2025. 24 funds tracked by Wall St. Rank hold MVO as of Q1 2026.

  • Allworth Financial held 14,542 shares of MV Oil Trust worth $32.4K as of Q1 2026.
  • Allworth Financial bought 5,000 MV Oil Trust shares in Q1 2026, an estimated $9.4K.
  • MV Oil Trust made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2644 holding.
  • Allworth Financial first reported a position in MV Oil Trust in Q2 2025 and has held it in 4 quarters since.
  • Allworth Financial's MV Oil Trust position peaked at $54.9K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.