Morgan Stanley
MVO

Morgan Stanley’s MV Oil Trust MVO Stock Holding History

Morgan Stanley’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 		$2.26K Sell
1,000
-6,301
-86% -$11.8K ﹤0.01% 7311
2025
Q4 		$9.05K Sell
7,301
-53,131
-88% -$174K ﹤0.01% 6916
2025
Q3 		$340K Buy
60,432
+36,542
+153% +$215K ﹤0.01% 5670
2025
Q2 		$138K Buy
23,890
+22,039
+1,191% +$128K ﹤0.01% 6011
2025
Q1 		$10K Buy
1,851
+580
+46% +$3.54K ﹤0.01% 6796
2024
Q4 		$10.2K Sell
1,271
-8,830
-87% -$78.6K ﹤0.01% 6792
2024
Q3 		$95.6K Buy
10,101
+7,598
+304% +$70.3K ﹤0.01% 6025
2024
Q2 		$23.6K Sell
2,503
-5,612
-69% -$54.3K ﹤0.01% 6403
2024
Q1 		$86.8K Sell
8,115
-81,641
-91% -$902K ﹤0.01% 6049
2023
Q4 		$1.08M Buy
89,756
+59,891
+201% +$730K ﹤0.01% 5257
2023
Q3 		$407K Buy
29,865
+24,763
+485% +$315K ﹤0.01% 5261
2023
Q2 		$65.2K Buy
5,102
+601
+13% +$7.23K ﹤0.01% 6114
2023
Q1 		$53.4K Sell
4,501
-43,995
-91% -$584K ﹤0.01% 6264
2022
Q4 		$792K Buy
48,496
+24,891
+105% +$338K ﹤0.01% 4993
2022
Q3 		$294K Sell
23,605
-9,323
-28% -$112K ﹤0.01% 5546
2022
Q2 		$370K Buy
32,928
+12,455
+61% +$138K ﹤0.01% 5574
2022
Q1 		$241K Sell
20,473
-20,477
-50% -$211K ﹤0.01% 5812
2021
Q4 		$362K Buy
40,950
+36,575
+836% +$311K ﹤0.01% 5739
2021
Q3 		$38K Sell
4,375
-135,892
-97% -$1M ﹤0.01% 6833
2021
Q2 		$1.19M Buy
140,267
+41,267
+42% +$251K ﹤0.01% 4982
2021
Q1 		$430K Sell
99,000
-6,976
-7% -$28.5K ﹤0.01% 5236
2020
Q4 		$330K Buy
105,976
+104,352
+6,426% +$287K ﹤0.01% 5311
2020
Q3 		$4K Hold
1,624
– – ﹤0.01% 6475
2020
Q2 		$7K Buy
1,624
+1,224
+306% +$4.39K ﹤0.01% 6245
2020
Q1 		$1K Sell
400
-2,000
-83% -$9.43K ﹤0.01% 6473
2019
Q4 		$15K Hold
2,400
– – ﹤0.01% 6174
2019
Q3 		$18K Sell
2,400
-18,253
-88% -$138K ﹤0.01% 6044
2019
Q2 		$165K Sell
20,653
-19,518
-49% -$161K ﹤0.01% 5108
2019
Q1 		$329K Buy
40,171
+25,842
+180% +$198K ﹤0.01% 4795
2018
Q4 		$100K Buy
14,329
+7,658
+115% +$68.9K ﹤0.01% 5561
2018
Q3 		$77K Buy
6,671
+4,671
+234% +$49.5K ﹤0.01% 5763
2018
Q2 		$20K Hold
2,000
– – ﹤0.01% 6150
2018
Q1 		$16K Hold
2,000
– – ﹤0.01% 6173
2017
Q4 		$17K Hold
2,000
– – ﹤0.01% 6116
2017
Q3 		$12K Hold
2,000
– – ﹤0.01% 6132
2017
Q2 		$12K Hold
2,000
– – ﹤0.01% 6198
2017
Q1 		$12K Hold
2,000
– – ﹤0.01% 6198
2016
Q4 		$12K Hold
2,000
– – ﹤0.01% 6118
2016
Q3 		$11K Sell
2,000
-3,800
-66% -$22.5K ﹤0.01% 6090
2016
Q2 		$37K Hold
5,800
– – ﹤0.01% 5631
2016
Q1 		$27K Sell
5,800
-2,100
-27% -$9.93K ﹤0.01% 5829
2015
Q4 		$38K Sell
7,900
-2,616
-25% -$16.4K ﹤0.01% 5814
2015
Q3 		$61K Sell
10,516
-162
-2% -$1.13K ﹤0.01% 5649
2015
Q2 		$112K Buy
10,678
+45
+0.4% +$522 ﹤0.01% 5528
2015
Q1 		$163K Buy
10,633
+7,555
+245% +$116K ﹤0.01% 5302
2014
Q4 		$44K Sell
3,078
-2,057
-40% -$42.2K ﹤0.01% 5848
2014
Q3 		$134K Sell
5,135
-104
-2% -$2.8K ﹤0.01% 5338
2014
Q2 		$152K Sell
5,239
-2,504
-32% -$64.6K ﹤0.01% 5292
2014
Q1 		$195K Buy
7,743
+2,905
+60% +$69.9K ﹤0.01% 5135
2013
Q4 		$116K Buy
+4,838
New +$130K ﹤0.01% 5292
2013
Q3 		– Sell
-17,634
Closed -$553K – 5361
2013
Q2 		$553K Buy
+17,634
New +$498K ﹤0.01% 4190

Other funds holding MVO

SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Morgan Stanley's MVO Position: Q1 2026 in Review

Morgan Stanley reduced its MV Oil Trust (MVO) stake by 86% in Q1 2026, selling an estimated $11.8K and leaving 1,000 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #7311.

Morgan Stanley first reported a position in MVO in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.19M in Q2 2021. 24 funds tracked by Wall St. Rank hold MVO as of Q1 2026.

  • Morgan Stanley held 1,000 shares of MV Oil Trust worth $2.26K as of Q1 2026.
  • Morgan Stanley sold 6,301 MV Oil Trust shares in Q1 2026, an estimated $11.8K.
  • MV Oil Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7311 holding.
  • Morgan Stanley first reported a position in MV Oil Trust in Q2 2013 and has held it in 51 quarters since.
  • Morgan Stanley's MV Oil Trust position peaked at $1.19M in Q2 2021.
  • 24 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.