Harbour Investments’s MV Oil Trust MVO Stock Holding History

Harbour 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
2026 Q1	$1.81K	Buy	+800	New	+$1.5K	﹤0.01%	3934
2025 Q3	–	Sell	-100	Closed	-$576	–	3817
2025 Q2	$576	Hold	100	–	–	﹤0.01%	3350
2025 Q1	$540	Hold	100	–	–	﹤0.01%	3330
2024 Q4	$803	Hold	100	–	–	﹤0.01%	3211
2024 Q3	$946	Hold	100	–	–	﹤0.01%	3101
2024 Q2	$942	Hold	100	–	–	﹤0.01%	3003
2024 Q1	$1.07K	Hold	100	–	–	﹤0.01%	2915
2023 Q4	$1.2K	Hold	100	–	–	﹤0.01%	2787
2023 Q3	$1.36K	Hold	100	–	–	﹤0.01%	2637
2023 Q2	$1.28K	Hold	100	–	–	﹤0.01%	2647
2023 Q1	$1.19K	Hold	100	–	–	﹤0.01%	2663
2022 Q4	$1.63K	Hold	100	–	–	﹤0.01%	2564
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	2616
2022 Q2	$1K	Buy	+100	New	+$1.11K	﹤0.01%	2616
2021 Q4	$1K	Hold	100	–	–	﹤0.01%	2535
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	3552
2021 Q2	$1K	Hold	100	–	–	﹤0.01%	3607
2021 Q1	$0	Buy	+100	New	+$409	﹤0.01%	3673

Other funds holding MVO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

Harbour Investments's MVO Position: Q1 2026 in Review

Harbour Investments opened a new position in MV Oil Trust (MVO) in Q1 2026: 800 shares worth $1.81K. The stake represents ﹤0.01% of the portfolio and ranks #3934 among its holdings. This is a return to the name: Harbour Investments previously reported a position in MVO as recently as Q2 2025.

Harbour Investments first reported a position in MVO in Q1 2021 and has held it in 18 quarters since. 24 funds tracked by Wall St. Rank hold MVO as of Q1 2026.

Harbour Investments held 800 shares of MV Oil Trust worth $1.81K as of Q1 2026.
MV Oil Trust was a new Harbour Investments position in Q1 2026.
MV Oil Trust made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3934 holding.
Harbour Investments first reported a position in MV Oil Trust in Q1 2021 and has held it in 18 quarters since.
24 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.