Citadel Advisors’s MV Oil Trust MVO Stock Holding History

Citadel 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	$44.8K	Sell	19,835 -83,681	-81%	-$157K	﹤0.01%	12438
2025 Q4	$128K	Buy	103,516 +84,776	+452%	+$277K	﹤0.01%	11449
2025 Q3	$105K	Buy	+18,740	New	+$110K	﹤0.01%	11822
2025 Q2	–	Sell	-5,764	Closed	-$33.4K	–	14142
2025 Q1	$31.1K	Buy	+5,764	New	+$35.2K	﹤0.01%	12786
2024 Q3	–	Sell	-10,678	Closed	-$101K	–	14877
2024 Q2	$101K	Buy	+10,678	New	+$103K	﹤0.01%	10915
2023 Q4	–	Sell	-33,239	Closed	-$453K	–	14895
2023 Q3	$453K	Buy	33,239 +14,767	+80%	+$188K	﹤0.01%	8264
2023 Q2	$236K	Buy	+18,472	New	+$222K	﹤0.01%	9524
2023 Q1	–	Sell	-18,721	Closed	-$249K	–	15201
2022 Q4	$306K	Buy	+18,721	New	+$254K	﹤0.01%	9279
2021 Q4	–	Sell	-15,534	Closed	-$132K	–	14410
2021 Q3	$135K	Buy	+15,534	New	+$114K	﹤0.01%	12500

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Citadel Advisors's MVO Position: Q1 2026 in Review

Citadel Advisors reduced its MV Oil Trust (MVO) stake by 81% in Q1 2026, selling an estimated $157K and leaving 19,835 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #12438.

Citadel Advisors first reported a position in MVO in Q3 2021 and has held it in 9 quarters since. The position peaked at $453K in Q3 2023. 24 funds tracked by Wall St. Rank hold MVO as of Q1 2026.

Citadel Advisors held 19,835 shares of MV Oil Trust worth $44.8K as of Q1 2026.
Citadel Advisors sold 83,681 MV Oil Trust shares in Q1 2026, an estimated $157K.
MV Oil Trust made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #12438 holding.
Citadel Advisors first reported a position in MV Oil Trust in Q3 2021 and has held it in 9 quarters since.
Citadel Advisors's MV Oil Trust position peaked at $453K in Q3 2023.
24 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.