Jones Financial Companies
MVO

Jones Financial Companies’s MV Oil Trust MVO Stock Holding History

Jones Financial Companies’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
2024
Q3 		– Sell
-279
Closed -$2.63K – 3088
2024
Q2 		$2.63K Buy
+279
New +$2.7K ﹤0.01% 2101

Other funds holding MVO

SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Jones Financial Companies's MVO Position: Q3 2024 in Review

Jones Financial Companies sold out of MV Oil Trust (MVO) in Q3 2024, closing a stake of 279 shares — an estimated $2.63K sold.

Jones Financial Companies first reported a position in MVO in Q2 2024 and held it in 1 quarter. The position peaked at $2.63K in Q2 2024. 20 funds tracked by Wall St. Rank hold MVO as of Q3 2024.

  • Jones Financial Companies reported no remaining MV Oil Trust position as of Q3 2024 after selling out during the quarter.
  • Jones Financial Companies sold 279 MV Oil Trust shares in Q3 2024, an estimated $2.63K.
  • Jones Financial Companies first reported a position in MV Oil Trust in Q2 2024 and held it in 1 quarter.
  • Jones Financial Companies's MV Oil Trust position peaked at $2.63K in Q2 2024.
  • 20 funds tracked by Wall St. Rank held MV Oil Trust as of Q3 2024.

Based on Jones Financial Companies's 13F filing for Q3 2024, filed 12 Nov 2024.