New England Capital Financial Advisors’s MV Oil Trust MVO Stock Holding History

New England Capital Financial Advisors’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	$1.24K	Hold	700	–	–	﹤0.01%	377
2026 Q1	$1.58K	Hold	700	–	–	﹤0.01%	365
2025 Q4	$868	Hold	700	–	–	﹤0.01%	374
2025 Q3	$3.93K	Hold	700	–	–	﹤0.01%	325
2025 Q2	$4.03K	Hold	700	–	–	﹤0.01%	318
2025 Q1	$3.78K	Hold	700	–	–	﹤0.01%	290
2024 Q4	$5.62K	Hold	700	–	–	﹤0.01%	271
2024 Q3	$6.62K	Hold	700	–	–	﹤0.01%	252
2024 Q2	$6.59K	Hold	700	–	–	﹤0.01%	250
2024 Q1	$7.48K	Hold	700	–	–	﹤0.01%	241
2023 Q4	$8.41K	Hold	700	–	–	0.01%	241
2023 Q3	$9.54K	Hold	700	–	–	0.01%	230
2023 Q2	$8.94K	Hold	700	–	–	0.01%	234
2023 Q1	$8.3K	Hold	700	–	–	0.01%	264
2022 Q4	$11K	Buy	+700	New	+$9.49K	0.01%	245

Other funds holding MVO

SWM

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

New England Capital Financial Advisors's MVO Position: Q2 2026 in Review

New England Capital Financial Advisors held its MV Oil Trust (MVO) position steady in Q2 2026 at 700 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

New England Capital Financial Advisors first reported a position in MVO in Q4 2022 and has held it in 15 quarters since. The position peaked at $11K in Q4 2022. 2 funds tracked by Wall St. Rank hold MVO as of Q2 2026.

New England Capital Financial Advisors held 700 shares of MV Oil Trust worth $1.24K as of Q2 2026.
New England Capital Financial Advisors left its MV Oil Trust share count unchanged in Q2 2026.
MV Oil Trust made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #377 holding.
New England Capital Financial Advisors first reported a position in MV Oil Trust in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's MV Oil Trust position peaked at $11K in Q4 2022.
2 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.