CAM
MVO

Creekmur Asset Management’s MV Oil Trust MVO Stock Holding History

Creekmur Asset Management’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
2024
Q2 		– Sell
-2,027
Closed -$21.7K – 1126
2024
Q1 		$21.7K Buy
2,027
+68
+3% +$752 0.01% 365
2023
Q4 		$23.5K Buy
+1,959
New +$23.9K 0.01% 402

Other funds holding MVO

SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creekmur Asset Management's MVO Position: Q2 2024 in Review

Creekmur Asset Management sold out of MV Oil Trust (MVO) in Q2 2024, closing a stake of 2,027 shares — an estimated $21.7K sold.

Creekmur Asset Management first reported a position in MVO in Q4 2023 and held it in 2 quarters. The position peaked at $23.5K in Q4 2023. 19 funds tracked by Wall St. Rank hold MVO as of Q2 2024.

  • Creekmur Asset Management reported no remaining MV Oil Trust position as of Q2 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 2,027 MV Oil Trust shares in Q2 2024, an estimated $21.7K.
  • Creekmur Asset Management first reported a position in MV Oil Trust in Q4 2023 and held it in 2 quarters.
  • Creekmur Asset Management's MV Oil Trust position peaked at $23.5K in Q4 2023.
  • 19 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2024.

Based on Creekmur Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.