IFP Advisors’s MV Oil Trust MVO Stock Holding History

IFP 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
2026 Q2	–	Sell	-1,000	Closed	-$2.26K	–	5242
2026 Q1	$2.26K	Buy	+1,000	New	+$1.88K	﹤0.01%	3917
2019 Q1	$4K	Buy	438 +222	+103%	+$1.7K	﹤0.01%	1937
2018 Q4	$1K	Buy	216 +8	+4%	+$72	﹤0.01%	3348
2018 Q3	$2K	Buy	208 +8	+4%	+$85	﹤0.01%	3559
2018 Q2	$2K	Buy	+200	New	+$1.87K	﹤0.01%	3605
2017 Q4	–	Sell	-400	Closed	-$2K	–	3996
2017 Q3	$2K	Hold	400	–	–	﹤0.01%	3764
2017 Q2	$2K	Hold	400	–	–	﹤0.01%	3744
2017 Q1	$2K	Sell	400 -475	-54%	-$3.1K	﹤0.01%	3667
2016 Q4	$5K	Buy	875 +475	+119%	+$2.8K	﹤0.01%	3306
2016 Q3	$2K	Hold	400	–	–	﹤0.01%	3594
2016 Q2	$3K	Sell	400 -38	-9%	-$202	﹤0.01%	3351
2016 Q1	$4K	Buy	438 +138	+46%	+$652	﹤0.01%	1934
2015 Q4	$1K	Buy	+300	New	+$1.88K	﹤0.01%	3538

Other funds holding MVO

SWM

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

IFP Advisors's MVO Position: Q2 2026 in Review

IFP Advisors sold out of MV Oil Trust (MVO) in Q2 2026, closing a stake of 1,000 shares — an estimated $2.26K sold.

IFP Advisors first reported a position in MVO in Q4 2015 and held it in 13 quarters. The position peaked at $5K in Q4 2016. 1 fund tracked by Wall St. Rank holds MVO as of Q2 2026.

IFP Advisors reported no remaining MV Oil Trust position as of Q2 2026 after selling out during the quarter.
IFP Advisors sold 1,000 MV Oil Trust shares in Q2 2026, an estimated $2.26K.
IFP Advisors first reported a position in MV Oil Trust in Q4 2015 and held it in 13 quarters.
IFP Advisors's MV Oil Trust position peaked at $5K in Q4 2016.
1 fund tracked by Wall St. Rank held MV Oil Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.