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 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

Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

McGowan Group Asset Management's MVO Position: Q1 2026 in Review

McGowan Group Asset Management opened a new position in MV Oil Trust (MVO) in Q1 2026: 18,609 shares worth $42.1K. The stake represents 0.01% of the portfolio and ranks #152 among its holdings. This is a return to the name: McGowan Group Asset Management previously reported a position in MVO as recently as Q4 2022.

McGowan Group Asset Management first reported a position in MVO in Q4 2022 and has held it in 2 quarters since. The position peaked at $204K in Q4 2022. 24 funds tracked by Wall St. Rank hold MVO as of Q1 2026.

McGowan Group Asset Management held 18,609 shares of MV Oil Trust worth $42.1K as of Q1 2026.
MV Oil Trust was a new McGowan Group Asset Management position in Q1 2026.
MV Oil Trust made up 0.01% of McGowan Group Asset Management's portfolio in Q1 2026, its #152 holding.
McGowan Group Asset Management first reported a position in MV Oil Trust in Q4 2022 and has held it in 2 quarters since.
McGowan Group Asset Management's MV Oil Trust position peaked at $204K in Q4 2022.
24 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2026.

Based on McGowan Group Asset Management's 13F filing for Q1 2026, filed 11 May 2026.