Delos Wealth Advisors’s MV Oil Trust MVO Stock Holding History

Delos Wealth 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
2023 Q2	–	Sell	-166	Closed	-$1.96K	–	386
2023 Q1	$1.96K	Hold	166	–	–	﹤0.01%	192
2022 Q4	$2.71K	Buy	+166	New	+$2.25K	﹤0.01%	191

Other funds holding MVO

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $421M AUM 30.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delos Wealth Advisors's MVO Position: Q2 2023 in Review

Delos Wealth Advisors sold out of MV Oil Trust (MVO) in Q2 2023, closing a stake of 166 shares — an estimated $1.96K sold.

Delos Wealth Advisors first reported a position in MVO in Q4 2022 and held it in 2 quarters. The position peaked at $2.71K in Q4 2022. 24 funds tracked by Wall St. Rank hold MVO as of Q2 2023.

Delos Wealth Advisors reported no remaining MV Oil Trust position as of Q2 2023 after selling out during the quarter.
Delos Wealth Advisors sold 166 MV Oil Trust shares in Q2 2023, an estimated $1.96K.
Delos Wealth Advisors first reported a position in MV Oil Trust in Q4 2022 and held it in 2 quarters.
Delos Wealth Advisors's MV Oil Trust position peaked at $2.71K in Q4 2022.
24 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2023.

Based on Delos Wealth Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.