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 Q2	$1.42K	Hold	800	–	–	﹤0.01%	4134
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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Harbour Investments's MVO Position: Q2 2026 in Review

Harbour Investments held its MV Oil Trust (MVO) position steady in Q2 2026 at 800 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #4134.

Harbour Investments first reported a position in MVO in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.81K in Q1 2026. 20 funds tracked by Wall St. Rank hold MVO as of Q2 2026.

Harbour Investments held 800 shares of MV Oil Trust worth $1.42K as of Q2 2026.
Harbour Investments left its MV Oil Trust share count unchanged in Q2 2026.
MV Oil Trust made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4134 holding.
Harbour Investments first reported a position in MV Oil Trust in Q1 2021 and has held it in 19 quarters since.
Harbour Investments's MV Oil Trust position peaked at $1.81K in Q1 2026.
20 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.