Carson Wealth (CWM LLC)’s MV Oil Trust MVO Stock Holding History

Carson Wealth (CWM LLC)’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	-13,000	Closed	-$16K	–	5756
2025 Q4	$16K	Sell	13,000 -5,000	-28%	-$16.3K	﹤0.01%	4300
2025 Q3	$101K	Hold	18,000	–	–	﹤0.01%	2981
2025 Q2	$104K	Hold	18,000	–	–	﹤0.01%	2684
2025 Q1	$97K	Hold	18,000	–	–	﹤0.01%	2450
2024 Q4	$144K	Hold	18,000	–	–	﹤0.01%	2048
2024 Q3	$170K	Hold	18,000	–	–	﹤0.01%	1845
2024 Q2	$169K	Hold	18,000	–	–	﹤0.01%	1676
2024 Q1	$192K	Sell	18,000 -50	-0.3%	-$553	﹤0.01%	1537
2023 Q4	$216K	Hold	18,050	–	–	﹤0.01%	1397
2023 Q3	$246K	Hold	18,050	–	–	﹤0.01%	1227
2023 Q2	$230K	Hold	18,050	–	–	﹤0.01%	1201
2023 Q1	$214K	Hold	18,050	–	–	﹤0.01%	1176
2022 Q4	$295K	Buy	18,050 +50	+0.3%	+$678	﹤0.01%	959
2022 Q3	$224K	Buy	18,000 +3,000	+20%	+$36K	﹤0.01%	1006
2022 Q2	$169K	Sell	15,000 -2,000	-12%	-$22.2K	﹤0.01%	1108
2022 Q1	$200K	Hold	17,000	–	–	﹤0.01%	1037
2021 Q4	$150K	Buy	+17,000	New	+$144K	﹤0.01%	1145
2021 Q2	$144K	Hold	17,000	–	–	﹤0.01%	1010
2021 Q1	$144K	Hold	17,000	–	–	﹤0.01%	1010
2020 Q4	$144K	Hold	17,000	–	–	﹤0.01%	1010
2020 Q3	$144K	Hold	17,000	–	–	﹤0.01%	1010
2020 Q2	$144K	Hold	17,000	–	–	﹤0.01%	1010
2020 Q1	$144K	Hold	17,000	–	–	﹤0.01%	1010
2019 Q4	$144K	Hold	17,000	–	–	﹤0.01%	1010
2019 Q3	$144K	Hold	17,000	–	–	﹤0.01%	1010
2019 Q2	$144K	Hold	17,000	–	–	﹤0.01%	1010
2019 Q1	$144K	Buy	+17,000	New	+$130K	﹤0.01%	1010

Other funds holding MVO

Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s MVO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of MV Oil Trust (MVO) in Q1 2026, closing a stake of 13,000 shares — an estimated $16K sold.

Carson Wealth (CWM LLC) first reported a position in MVO in Q1 2019 and held it in 27 quarters. The position peaked at $295K in Q4 2022. 24 funds tracked by Wall St. Rank hold MVO as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining MV Oil Trust position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 13,000 MV Oil Trust shares in Q1 2026, an estimated $16K.
Carson Wealth (CWM LLC) first reported a position in MV Oil Trust in Q1 2019 and held it in 27 quarters.
Carson Wealth (CWM LLC)'s MV Oil Trust position peaked at $295K in Q4 2022.
24 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.