Marshall Wace
MVO

Marshall Wace’s MV Oil Trust MVO Stock Holding History

Marshall Wace’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
-13,274
Closed -$74.6K – 3290
2025
Q3 		$74.6K Sell
13,274
-1,996
-13% -$11.7K ﹤0.01% 2691
2025
Q2 		$88K Buy
+15,270
New +$88.6K ﹤0.01% 2557
2025
Q1 		– Sell
-37,434
Closed -$301K – 2928
2024
Q4 		$301K Buy
+37,434
New +$333K ﹤0.01% 2230
2024
Q3 		– Sell
-32,576
Closed -$307K – 2808
2024
Q2 		$307K Buy
32,576
+20,791
+176% +$201K ﹤0.01% 2146
2024
Q1 		$126K Buy
+11,785
New +$130K ﹤0.01% 2285
2023
Q2 		– Sell
-15,240
Closed -$181K – 2797
2023
Q1 		$181K Buy
+15,240
New +$202K ﹤0.01% 2424

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

Marshall Wace's MVO Position: Q4 2025 in Review

Marshall Wace sold out of MV Oil Trust (MVO) in Q4 2025, closing a stake of 13,274 shares — an estimated $74.6K sold.

Marshall Wace first reported a position in MVO in Q1 2023 and held it in 6 quarters. The position peaked at $307K in Q2 2024. 23 funds tracked by Wall St. Rank hold MVO as of Q4 2025.

  • Marshall Wace reported no remaining MV Oil Trust position as of Q4 2025 after selling out during the quarter.
  • Marshall Wace sold 13,274 MV Oil Trust shares in Q4 2025, an estimated $74.6K.
  • Marshall Wace first reported a position in MV Oil Trust in Q1 2023 and held it in 6 quarters.
  • Marshall Wace's MV Oil Trust position peaked at $307K in Q2 2024.
  • 23 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.