GAFA
MVO

Garton & Associates Financial Advisors’s MV Oil Trust MVO Stock Holding History

Garton & Associates Financial 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
-865
Closed -$1.06K – 482
2025
Q4 		$1.06K Buy
+865
New +$2.83K ﹤0.01% 1132

Other funds holding MVO

SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
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

Garton & Associates Financial Advisors's MVO Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of MV Oil Trust (MVO) in Q1 2026, closing a stake of 865 shares — an estimated $1.06K sold.

Garton & Associates Financial Advisors first reported a position in MVO in Q4 2025 and held it in 1 quarter. The position peaked at $1.06K in Q4 2025. 24 funds tracked by Wall St. Rank hold MVO as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining MV Oil Trust position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 865 MV Oil Trust shares in Q1 2026, an estimated $1.06K.
  • Garton & Associates Financial Advisors first reported a position in MV Oil Trust in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's MV Oil Trust position peaked at $1.06K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.