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	–	Sell	-14,700	Closed	-$18.2K	–	13766
2025 Q4	$18.2K	Sell	14,700 -1,500	-9%	-$4.9K	﹤0.01%	12361
2025 Q3	$91K	Buy	+16,200	New	+$95.1K	﹤0.01%	11899
2025 Q2	–	Sell	-8,300	Closed	-$44.8K	–	14141
2025 Q1	$44.8K	Buy	+8,300	New	+$50.7K	﹤0.01%	12420
2023 Q4	–	Sell	-7,200	Closed	-$98.1K	–	14894
2023 Q3	$98.1K	Sell	7,200 -17,000	-70%	-$216K	﹤0.01%	10919
2023 Q2	$309K	Buy	24,200 +9,400	+64%	+$113K	﹤0.01%	8985
2023 Q1	$176K	Buy	14,800 +3,800	+35%	+$50.4K	﹤0.01%	10392
2022 Q4	$180K	Sell	11,000 -22,300	-67%	-$302K	﹤0.01%	10324
2022 Q3	$415K	Buy	33,300 +12,000	+56%	+$144K	﹤0.01%	8878
2022 Q2	$240K	Buy	21,300 +1,700	+9%	+$18.9K	﹤0.01%	10300
2022 Q1	$231K	Buy	19,600 +4,500	+30%	+$46.3K	﹤0.01%	11184
2021 Q4	$133K	Buy	+15,100	New	+$128K	﹤0.01%	12414

Other funds holding MVO

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LEFP

Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return

Citadel Advisors's MVO Position: Q2 2026 in Review

Citadel Advisors reduced its MV Oil Trust (MVO) stake by 28% in Q2 2026, selling an estimated $11.6K and leaving 14,286 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #13347.

Citadel Advisors first reported a position in MVO in Q3 2021 and has held it in 10 quarters since. The position peaked at $453K in Q3 2023. 20 funds tracked by Wall St. Rank hold MVO as of Q2 2026.

Citadel Advisors held 14,286 shares of MV Oil Trust worth $25.3K as of Q2 2026.
Citadel Advisors sold 5,549 MV Oil Trust shares in Q2 2026, an estimated $11.6K.
MV Oil Trust made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #13347 holding.
Citadel Advisors first reported a position in MV Oil Trust in Q3 2021 and has held it in 10 quarters since.
Citadel Advisors's MV Oil Trust position peaked at $453K in Q3 2023.
20 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.