McGowan Group Asset Management’s MV Oil Trust MVO Stock Holding History

McGowan Group Asset Management’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	$34K	Buy	19,187 +578	+3%	+$1.21K	﹤0.01%	154
2026 Q1	$42.1K	Buy	+18,609	New	+$35K	0.01%	152
2023 Q1	–	Sell	-12,497	Closed	-$204K	–	140
2022 Q4	$204K	Buy	+12,497	New	+$169K	0.03%	133

Other funds holding MVO

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LEFP

Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return

McGowan Group Asset Management's MVO Position: Q2 2026 in Review

McGowan Group Asset Management increased its MV Oil Trust (MVO) stake by 3.1% in Q2 2026, buying an estimated $1.21K and bringing the position to 19,187 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #154.

McGowan Group Asset Management first reported a position in MVO in Q4 2022 and has held it in 3 quarters since. The position peaked at $204K in Q4 2022. 20 funds tracked by Wall St. Rank hold MVO as of Q2 2026.

McGowan Group Asset Management held 19,187 shares of MV Oil Trust worth $34K as of Q2 2026.
McGowan Group Asset Management bought 578 MV Oil Trust shares in Q2 2026, an estimated $1.21K.
MV Oil Trust made up ﹤0.01% of McGowan Group Asset Management's portfolio in Q2 2026, its #154 holding.
McGowan Group Asset Management first reported a position in MV Oil Trust in Q4 2022 and has held it in 3 quarters since.
McGowan Group Asset Management's MV Oil Trust position peaked at $204K in Q4 2022.
20 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2026.

Based on McGowan Group Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.