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
Q2 		$20.5K Buy
11,608
+8
+0.1% +$17 ﹤0.01% 3365
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

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Cerity Partners's MVO Position: Q2 2026 in Review

Cerity Partners increased its MV Oil Trust (MVO) stake by 0.07% in Q2 2026, buying an estimated $17 and bringing the position to 11,608 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3365.

Cerity Partners first reported a position in MVO in Q3 2025 and has held it in 4 quarters since. The position peaked at $65K in Q3 2025. 20 funds tracked by Wall St. Rank hold MVO as of Q2 2026.

  • Cerity Partners held 11,608 shares of MV Oil Trust worth $20.5K as of Q2 2026.
  • Cerity Partners bought 8 MV Oil Trust shares in Q2 2026, an estimated $17.
  • MV Oil Trust made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3365 holding.
  • Cerity Partners first reported a position in MV Oil Trust in Q3 2025 and has held it in 4 quarters since.
  • Cerity Partners's MV Oil Trust position peaked at $65K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.