IWM
MVO

Inlight Wealth Management’s MV Oil Trust MVO Stock Holding History

Inlight Wealth Management’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
Q1 		– Sell
-500
Closed -$610 – 156
2025
Q4 		$610 Hold
500
– – ﹤0.01% 224
2025
Q3 		$2.8K Hold
500
– – ﹤0.01% 213
2025
Q2 		$2.88K Hold
500
– – ﹤0.01% 211
2025
Q1 		$2.7K Buy
+500
New +$3.05K ﹤0.01% 232

Other funds holding MVO

SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Inlight Wealth Management's MVO Position: Q1 2026 in Review

Inlight Wealth Management sold out of MV Oil Trust (MVO) in Q1 2026, closing a stake of 500 shares — an estimated $610 sold.

Inlight Wealth Management first reported a position in MVO in Q1 2025 and held it in 4 quarters. The position peaked at $2.88K in Q2 2025. 24 funds tracked by Wall St. Rank hold MVO as of Q1 2026.

  • Inlight Wealth Management reported no remaining MV Oil Trust position as of Q1 2026 after selling out during the quarter.
  • Inlight Wealth Management sold 500 MV Oil Trust shares in Q1 2026, an estimated $610.
  • Inlight Wealth Management first reported a position in MV Oil Trust in Q1 2025 and held it in 4 quarters.
  • Inlight Wealth Management's MV Oil Trust position peaked at $2.88K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.