Cerity Partners
MVO

Cerity Partners’s MV Oil Trust MVO Stock Holding History

Cerity Partners’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 		$25.9K Hold
11,600
– – ﹤0.01% 3167
2025
Q4 		$14.2K Hold
11,600
– – ﹤0.01% 2852
2025
Q3 		$65K Buy
+11,600
New +$68.1K ﹤0.01% 2669

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

Cerity Partners's MVO Position: Q1 2026 in Review

Cerity Partners held its MV Oil Trust (MVO) position steady in Q1 2026 at 11,600 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3167.

Cerity Partners first reported a position in MVO in Q3 2025 and has held it in 3 quarters since. The position peaked at $65K in Q3 2025. 24 funds tracked by Wall St. Rank hold MVO as of Q1 2026.

  • Cerity Partners held 11,600 shares of MV Oil Trust worth $25.9K as of Q1 2026.
  • Cerity Partners left its MV Oil Trust share count unchanged in Q1 2026.
  • MV Oil Trust made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #3167 holding.
  • Cerity Partners first reported a position in MV Oil Trust in Q3 2025 and has held it in 3 quarters since.
  • Cerity Partners's MV Oil Trust position peaked at $65K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.