Cambridge Investment Research Advisors
MVO

Cambridge Investment Research Advisors’s MV Oil Trust MVO Stock Holding History

Cambridge Investment Research Advisors’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 		– Sell
-10,829
Closed -$13K – 4023
2025
Q4 		$13K Sell
10,829
-20,575
-66% -$67.2K ﹤0.01% 3801
2025
Q3 		$176K Sell
31,404
-144
-0.5% -$846 ﹤0.01% 3514
2025
Q2 		$182K Sell
31,548
-333
-1% -$1.93K ﹤0.01% 3368
2025
Q1 		$172K Buy
31,881
+535
+2% +$3.27K ﹤0.01% 3243
2024
Q4 		$252K Buy
31,346
+18
+0.1% +$160 ﹤0.01% 2993
2024
Q3 		$296K Buy
31,328
+550
+2% +$5.09K ﹤0.01% 2842
2024
Q2 		$290K Buy
30,778
+2,581
+9% +$25K ﹤0.01% 2730
2024
Q1 		$301K Buy
+28,197
New +$312K ﹤0.01% 2702
2022
Q2 		– Sell
-51,823
Closed -$610K – 3159
2022
Q1 		$610K Buy
+51,823
New +$533K ﹤0.01% 1939

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

Cambridge Investment Research Advisors's MVO Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of MV Oil Trust (MVO) in Q1 2026, closing a stake of 10,829 shares — an estimated $13K sold.

Cambridge Investment Research Advisors first reported a position in MVO in Q1 2022 and held it in 9 quarters. The position peaked at $610K in Q1 2022. 24 funds tracked by Wall St. Rank hold MVO as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining MV Oil Trust position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,829 MV Oil Trust shares in Q1 2026, an estimated $13K.
  • Cambridge Investment Research Advisors first reported a position in MV Oil Trust in Q1 2022 and held it in 9 quarters.
  • Cambridge Investment Research Advisors's MV Oil Trust position peaked at $610K in Q1 2022.
  • 24 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.