HR
MVO

Howe & Rusling’s MV Oil Trust MVO Stock Holding History

Howe & Rusling’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
-1,246
Closed -$16K – 774
2022
Q3 		$16K Buy
1,246
+70
+6% +$839 ﹤0.01% 463
2022
Q2 		$13K Buy
1,176
+44
+4% +$488 ﹤0.01% 495
2022
Q1 		$13K Buy
1,132
+48
+4% +$494 ﹤0.01% 492
2021
Q4 		$10K Buy
1,084
+43
+4% +$365 ﹤0.01% 543
2021
Q3 		$9K Buy
+1,041
New +$7.67K ﹤0.01% 532
2017
Q1 		– Sell
-100
Closed -$1K – 1038
2016
Q4 		$1K Hold
100
– – ﹤0.01% 972
2016
Q3 		$1K Buy
+100
New +$593 ﹤0.01% 974

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

Howe & Rusling's MVO Position: Q4 2022 in Review

Howe & Rusling sold out of MV Oil Trust (MVO) in Q4 2022, closing a stake of 1,246 shares — an estimated $16K sold.

Howe & Rusling first reported a position in MVO in Q3 2016 and held it in 7 quarters. The position peaked at $16K in Q3 2022. 32 funds tracked by Wall St. Rank hold MVO as of Q4 2022.

  • Howe & Rusling reported no remaining MV Oil Trust position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 1,246 MV Oil Trust shares in Q4 2022, an estimated $16K.
  • Howe & Rusling first reported a position in MV Oil Trust in Q3 2016 and held it in 7 quarters.
  • Howe & Rusling's MV Oil Trust position peaked at $16K in Q3 2022.
  • 32 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.