IA
MVO

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
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 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. 2 funds tracked by Wall St. Rank hold 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.
  • 2 funds 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.