HHM Wealth Advisors’s MV Oil Trust MVO Stock Holding History

HHM Wealth 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
2022 Q1	–	Sell	-550	Closed	-$5K	–	730
2021 Q4	$5K	Hold	550	–	–	﹤0.01%	579
2021 Q3	$5K	Hold	550	–	–	﹤0.01%	549
2021 Q2	$5K	Hold	550	–	–	﹤0.01%	530
2021 Q1	$2K	Hold	550	–	–	﹤0.01%	540
2020 Q4	$2K	Hold	550	–	–	﹤0.01%	497
2020 Q3	$1K	Hold	550	–	–	﹤0.01%	487
2020 Q2	$2K	Hold	550	–	–	﹤0.01%	460
2020 Q1	$1K	Buy	+550	New	+$2.59K	﹤0.01%	457

Other funds holding MVO

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

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

IIC

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

HHM Wealth Advisors's MVO Position: Q1 2022 in Review

HHM Wealth Advisors sold out of MV Oil Trust (MVO) in Q1 2022, closing a stake of 550 shares — an estimated $5K sold.

HHM Wealth Advisors first reported a position in MVO in Q1 2020 and held it in 8 quarters. The position peaked at $5K in Q4 2021. 27 funds tracked by Wall St. Rank hold MVO as of Q1 2022.

HHM Wealth Advisors reported no remaining MV Oil Trust position as of Q1 2022 after selling out during the quarter.
HHM Wealth Advisors sold 550 MV Oil Trust shares in Q1 2022, an estimated $5K.
HHM Wealth Advisors first reported a position in MV Oil Trust in Q1 2020 and held it in 8 quarters.
HHM Wealth Advisors's MV Oil Trust position peaked at $5K in Q4 2021.
27 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2022.

Based on HHM Wealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.