LEFP
MVO

Leading Edge Financial Planning’s MV Oil Trust MVO Stock Holding History

Leading Edge Financial Planning’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 		$21.2K Buy
+11,981
New +$25K ﹤0.01% 78

Other funds holding MVO

SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Leading Edge Financial Planning's MVO Position: Q2 2026 in Review

Leading Edge Financial Planning opened a new position in MV Oil Trust (MVO) in Q2 2026: 11,981 shares worth $21.2K. The stake represents ﹤0.01% of the portfolio and ranks #78 among its holdings.

6 funds tracked by Wall St. Rank hold MVO as of Q2 2026.

  • Leading Edge Financial Planning held 11,981 shares of MV Oil Trust worth $21.2K as of Q2 2026.
  • MV Oil Trust was a new Leading Edge Financial Planning position in Q2 2026.
  • MV Oil Trust made up ﹤0.01% of Leading Edge Financial Planning's portfolio in Q2 2026, its #78 holding.
  • 6 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.