Barclays
MVO

Barclays’s MV Oil Trust MVO Stock Holding History

Barclays’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
2024
Q3 		– Sell
-438
Closed -$4.13K – 5410
2024
Q2 		$4.13K Hold
438
– – ﹤0.01% 4592
2024
Q1 		$4.68K Buy
+438
New +$4.84K ﹤0.01% 4873
2014
Q1 		– Sell
-1,480
Closed -$34K – 7650
2013
Q4 		$34K Buy
1,480
+900
+155% +$24.1K ﹤0.01% 6435
2013
Q3 		$17K Sell
580
-492
-46% -$14K ﹤0.01% 6582
2013
Q2 		$34K Buy
+1,072
New +$30.3K ﹤0.01% 6556

Other funds holding MVO

SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $421M AUM 30.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Barclays's MVO Position: Q3 2024 in Review

Barclays sold out of MV Oil Trust (MVO) in Q3 2024, closing a stake of 438 shares — an estimated $4.13K sold.

Barclays first reported a position in MVO in Q2 2013 and held it in 5 quarters. The position peaked at $34K in Q4 2013. 20 funds tracked by Wall St. Rank hold MVO as of Q3 2024.

  • Barclays reported no remaining MV Oil Trust position as of Q3 2024 after selling out during the quarter.
  • Barclays sold 438 MV Oil Trust shares in Q3 2024, an estimated $4.13K.
  • Barclays first reported a position in MV Oil Trust in Q2 2013 and held it in 5 quarters.
  • Barclays's MV Oil Trust position peaked at $34K in Q4 2013.
  • 20 funds tracked by Wall St. Rank held MV Oil Trust as of Q3 2024.

Based on Barclays's 13F filing for Q3 2024, filed 15 Nov 2024.