NECFA
MVO

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

SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 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. 6 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.
  • 6 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.