Fidelity Investments
MVO

Fidelity Investments’s MV Oil Trust MVO Stock Holding History

Fidelity Investments’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
2021
Q4 		– Sell
-1
Closed – – 4724
2021
Q3 		$0 Hold
1
– – ﹤0.01% 4779
2021
Q2 		$0 Buy
+1
New +$6 ﹤0.01% 4649
2020
Q3 		– Sell
-1
Closed – – 3888
2020
Q2 		$0 Buy
+1
New +$4 ﹤0.01% 3968
2018
Q4 		– Sell
-1
Closed – – 3908
2018
Q3 		$0 Buy
+1
New +$11 ﹤0.01% 3697

Other funds holding MVO

SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return

Fidelity Investments's MVO Position: Q4 2021 in Review

Fidelity Investments sold out of MV Oil Trust (MVO) in Q4 2021, closing a stake of 1 share.

Fidelity Investments first reported a position in MVO in Q3 2018 and held it in 4 quarters. The position peaked at $0 in Q3 2021. 21 funds tracked by Wall St. Rank hold MVO as of Q4 2021.

  • Fidelity Investments reported no remaining MV Oil Trust position as of Q4 2021 after selling out during the quarter.
  • Fidelity Investments sold 1 MV Oil Trust share in Q4 2021.
  • Fidelity Investments first reported a position in MV Oil Trust in Q3 2018 and held it in 4 quarters.
  • Fidelity Investments's MV Oil Trust position peaked at $0 in Q3 2021.
  • 21 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2021.

Based on Fidelity Investments's 13F filing for Q4 2021, filed 14 Feb 2022.