BlackRock
MVO

BlackRock’s MV Oil Trust MVO Stock Holding History

BlackRock’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
2025
Q2 		– Sell
-15,211
Closed -$82.1K – 5552
2025
Q1 		$82.1K Sell
15,211
-4,204
-22% -$25.7K ﹤0.01% 4816
2024
Q4 		$156K Buy
19,415
+12,471
+180% +$111K ﹤0.01% 4672
2024
Q3 		$65.7K Sell
6,944
-20,785
-75% -$192K ﹤0.01% 4751
2024
Q2 		$261K Hold
27,729
– – ﹤0.01% 4494
2024
Q1 		$296K Buy
27,729
+14,703
+113% +$163K ﹤0.01% 4505
2023
Q4 		$157K Hold
13,026
– – ﹤0.01% 4699
2023
Q3 		$178K Buy
13,026
+3,759
+41% +$47.8K ﹤0.01% 4714
2023
Q2 		$118K Hold
9,267
– – ﹤0.01% 4862
2023
Q1 		$110K Buy
9,267
+1,078
+13% +$14.3K ﹤0.01% 4933
2022
Q4 		$134K Buy
8,189
+2,216
+37% +$30.1K ﹤0.01% 4957
2022
Q3 		$75K Sell
5,973
-2,011
-25% -$24.1K ﹤0.01% 5261
2022
Q2 		$90K Buy
7,984
+6,833
+594% +$75.8K ﹤0.01% 5263
2022
Q1 		$14K Buy
+1,151
New +$11.8K ﹤0.01% 5612
2021
Q2 		– Sell
-2,668
Closed -$12K – 5543
2021
Q1 		$12K Hold
2,668
– – ﹤0.01% 5072
2020
Q4 		$8K Hold
2,668
– – ﹤0.01% 4875
2020
Q3 		$6K Hold
2,668
– – ﹤0.01% 4842
2020
Q2 		$11K Buy
2,668
+1,468
+122% +$5.26K ﹤0.01% 4769
2020
Q1 		$3K Buy
+1,200
New +$5.66K ﹤0.01% 4814
2019
Q3 		– Sell
-18,385
Closed -$147K – 5036
2019
Q2 		$147K Buy
+18,385
New +$151K ﹤0.01% 4409

Other funds holding MVO

SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

BlackRock's MVO Position: Q2 2025 in Review

BlackRock sold out of MV Oil Trust (MVO) in Q2 2025, closing a stake of 15,211 shares — an estimated $82.1K sold.

BlackRock first reported a position in MVO in Q2 2019 and held it in 19 quarters. The position peaked at $296K in Q1 2024. 23 funds tracked by Wall St. Rank hold MVO as of Q2 2025.

  • BlackRock reported no remaining MV Oil Trust position as of Q2 2025 after selling out during the quarter.
  • BlackRock sold 15,211 MV Oil Trust shares in Q2 2025, an estimated $82.1K.
  • BlackRock first reported a position in MV Oil Trust in Q2 2019 and held it in 19 quarters.
  • BlackRock's MV Oil Trust position peaked at $296K in Q1 2024.
  • 23 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2025.

Based on BlackRock's 13F filing for Q2 2025, filed 12 Aug 2025.