GoalVest Advisory’s MV Oil Trust MVO Stock Holding History

GoalVest Advisory’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 Q2	$16K	Hold	1,900	–	–	0.01%	182
2021 Q1	$8K	Hold	1,900	–	–	0.01%	163
2020 Q4	$6K	Buy	+1,900	New	+$5.23K	0.01%	180

Other funds holding MVO

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

IIC

Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return

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

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

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return

GoalVest Advisory's MVO Position: Q2 2021 in Review

GoalVest Advisory held its MV Oil Trust (MVO) position steady in Q2 2021 at 1,900 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #182.

GoalVest Advisory first reported a position in MVO in Q4 2020 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold MVO as of Q2 2021.

GoalVest Advisory held 1,900 shares of MV Oil Trust worth $16K as of Q2 2021.
GoalVest Advisory left its MV Oil Trust share count unchanged in Q2 2021.
MV Oil Trust made up 0.01% of GoalVest Advisory's portfolio in Q2 2021, its #182 holding.
GoalVest Advisory first reported a position in MV Oil Trust in Q4 2020 and has held it in 3 quarters since.
23 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2021.

Based on GoalVest Advisory's 13F filing for Q2 2021, filed 1 Sep 2021.