MHR
MVO

Matthew Hamilton Rosenberg’s MV Oil Trust MVO Stock Holding History

Matthew Hamilton Rosenberg’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
Q2 		– Sell
-100
Closed -$1.09K – 851
2024
Q1 		$1.09K Hold
100
– – ﹤0.01% 774
2023
Q4 		$1.2K Hold
100
– – ﹤0.01% 783
2023
Q3 		$1.36K Hold
100
– – ﹤0.01% 769
2023
Q2 		$1.28K Hold
100
– – ﹤0.01% 776
2023
Q1 		$1.19K Hold
100
– – ﹤0.01% 819
2022
Q4 		$1.63K Hold
100
– – ﹤0.01% 789
2022
Q3 		$1K Hold
100
– – ﹤0.01% 825
2022
Q2 		$1K Buy
+100
New +$1.11K ﹤0.01% 776

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Matthew Hamilton Rosenberg's MVO Position: Q2 2024 in Review

Matthew Hamilton Rosenberg sold out of MV Oil Trust (MVO) in Q2 2024, closing a stake of 100 shares — an estimated $1.09K sold.

Matthew Hamilton Rosenberg first reported a position in MVO in Q2 2022 and held it in 8 quarters. The position peaked at $1.63K in Q4 2022. 19 funds tracked by Wall St. Rank hold MVO as of Q2 2024.

  • Matthew Hamilton Rosenberg reported no remaining MV Oil Trust position as of Q2 2024 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 100 MV Oil Trust shares in Q2 2024, an estimated $1.09K.
  • Matthew Hamilton Rosenberg first reported a position in MV Oil Trust in Q2 2022 and held it in 8 quarters.
  • Matthew Hamilton Rosenberg's MV Oil Trust position peaked at $1.63K in Q4 2022.
  • 19 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2024, filed 26 Jul 2024.