GRP
MVO

Global Retirement Partners’s MV Oil Trust MVO Stock Holding History

Global Retirement Partners’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
2022
Q4 		– Sell
-1,400
Closed -$18K – 3069
2022
Q3 		$18K Buy
+1,400
New +$16.8K ﹤0.01% 1445
2021
Q1 		– Sell
-310
Closed -$1K – 1850
2020
Q4 		$1K Hold
310
– – ﹤0.01% 1684
2020
Q3 		$1K Hold
310
– – ﹤0.01% 1568
2020
Q2 		$1K Hold
310
– – ﹤0.01% 1545
2020
Q1 		$1K Hold
310
– – ﹤0.01% 1501
2019
Q4 		$2K Hold
310
– – ﹤0.01% 1470
2019
Q3 		$2K Buy
+310
New +$2.35K ﹤0.01% 1448

Other funds holding MVO

SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Global Retirement Partners's MVO Position: Q4 2022 in Review

Global Retirement Partners sold out of MV Oil Trust (MVO) in Q4 2022, closing a stake of 1,400 shares — an estimated $18K sold.

Global Retirement Partners first reported a position in MVO in Q3 2019 and held it in 7 quarters. The position peaked at $18K in Q3 2022. 32 funds tracked by Wall St. Rank hold MVO as of Q4 2022.

  • Global Retirement Partners reported no remaining MV Oil Trust position as of Q4 2022 after selling out during the quarter.
  • Global Retirement Partners sold 1,400 MV Oil Trust shares in Q4 2022, an estimated $18K.
  • Global Retirement Partners first reported a position in MV Oil Trust in Q3 2019 and held it in 7 quarters.
  • Global Retirement Partners's MV Oil Trust position peaked at $18K in Q3 2022.
  • 32 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2022.

Based on Global Retirement Partners's 13F filing for Q4 2022, filed 13 Feb 2023.