Janney Montgomery Scott
MVO

Janney Montgomery Scott’s MV Oil Trust MVO Stock Holding History

Janney Montgomery Scott’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
2025
Q4 		– Sell
-17,313
Closed -$97K – 2983
2025
Q3 		$97K Buy
17,313
+1,403
+9% +$8.24K ﹤0.01% 2811
2025
Q2 		$92K Buy
+15,910
New +$92.3K ﹤0.01% 2651
2024
Q2 		– Sell
-11,016
Closed -$118K – 2743
2024
Q1 		$118K Sell
11,016
-6,289
-36% -$69.5K ﹤0.01% 2639
2023
Q4 		$208K Sell
17,305
-435
-2% -$5.3K ﹤0.01% 2445
2023
Q3 		$242K Buy
17,740
+1,060
+6% +$13.5K ﹤0.01% 2277
2023
Q2 		$213K Buy
16,680
+6,623
+66% +$79.7K ﹤0.01% 2423
2023
Q1 		$119K Sell
10,057
-6,941
-41% -$92.1K ﹤0.01% 2357
2022
Q4 		$278K Buy
16,998
+2,771
+19% +$37.6K ﹤0.01% 2175
2022
Q3 		$177K Sell
14,227
-8,063
-36% -$96.6K ﹤0.01% 2316
2022
Q2 		$260K Buy
22,290
+748
+3% +$8.29K ﹤0.01% 2002
2022
Q1 		$254K Buy
21,542
+376
+2% +$3.87K ﹤0.01% 1970
2021
Q4 		$187K Buy
21,166
+3,598
+20% +$30.6K ﹤0.01% 2248
2021
Q3 		$152K Buy
17,568
+4,217
+32% +$31.1K ﹤0.01% 2204
2021
Q2 		$113K Buy
13,351
+701
+6% +$4.26K ﹤0.01% 2200
2021
Q1 		$55K Buy
+12,650
New +$51.8K ﹤0.01% 2151

Other funds holding MVO

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 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's MVO Position: Q4 2025 in Review

Janney Montgomery Scott sold out of MV Oil Trust (MVO) in Q4 2025, closing a stake of 17,313 shares — an estimated $97K sold.

Janney Montgomery Scott first reported a position in MVO in Q1 2021 and held it in 15 quarters. The position peaked at $278K in Q4 2022. 23 funds tracked by Wall St. Rank hold MVO as of Q4 2025.

  • Janney Montgomery Scott reported no remaining MV Oil Trust position as of Q4 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 17,313 MV Oil Trust shares in Q4 2025, an estimated $97K.
  • Janney Montgomery Scott first reported a position in MV Oil Trust in Q1 2021 and held it in 15 quarters.
  • Janney Montgomery Scott's MV Oil Trust position peaked at $278K in Q4 2022.
  • 23 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2025.

Based on Janney Montgomery Scott's 13F filing for Q4 2025, filed 11 Feb 2026.