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
Q2 		$25.7K Hold
14,542
– – ﹤0.01% 2993
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

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return

Allworth Financial's MVO Position: Q2 2026 in Review

Allworth Financial held its MV Oil Trust (MVO) position steady in Q2 2026 at 14,542 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2993.

Allworth Financial first reported a position in MVO in Q2 2025 and has held it in 5 quarters since. The position peaked at $54.9K in Q2 2025. 20 funds tracked by Wall St. Rank hold MVO as of Q2 2026.

  • Allworth Financial held 14,542 shares of MV Oil Trust worth $25.7K as of Q2 2026.
  • Allworth Financial left its MV Oil Trust share count unchanged in Q2 2026.
  • MV Oil Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2993 holding.
  • Allworth Financial first reported a position in MV Oil Trust in Q2 2025 and has held it in 5 quarters since.
  • Allworth Financial's MV Oil Trust position peaked at $54.9K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.