MWM
MVO

MinichMacGregor Wealth Management’s MV Oil Trust MVO Stock Holding History

MinichMacGregor Wealth 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
2023
Q1 		– Sell
-370
Closed -$6.04K – 433
2022
Q4 		$6.04K Buy
+370
New +$5.02K ﹤0.01% 464

Other funds holding MVO

SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 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
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $421M AUM 30.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return

MinichMacGregor Wealth Management's MVO Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of MV Oil Trust (MVO) in Q1 2023, closing a stake of 370 shares — an estimated $6.04K sold.

MinichMacGregor Wealth Management first reported a position in MVO in Q4 2022 and held it in 1 quarter. The position peaked at $6.04K in Q4 2022. 21 funds tracked by Wall St. Rank hold MVO as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining MV Oil Trust position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 370 MV Oil Trust shares in Q1 2023, an estimated $6.04K.
  • MinichMacGregor Wealth Management first reported a position in MV Oil Trust in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's MV Oil Trust position peaked at $6.04K in Q4 2022.
  • 21 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.