NWWA
MVO

New Wave Wealth Advisors’s MV Oil Trust MVO Stock Holding History

New Wave Wealth 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
2025
Q1 		– Sell
-1,000
Closed -$8.01K – 475
2024
Q4 		$8.01K Buy
+1,000
New +$8.9K ﹤0.01% 375

Other funds holding MVO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

New Wave Wealth Advisors's MVO Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of MV Oil Trust (MVO) in Q1 2025, closing a stake of 1,000 shares — an estimated $8.01K sold.

New Wave Wealth Advisors first reported a position in MVO in Q4 2024 and held it in 1 quarter. The position peaked at $8.01K in Q4 2024. 20 funds tracked by Wall St. Rank hold MVO as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining MV Oil Trust position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 1,000 MV Oil Trust shares in Q1 2025, an estimated $8.01K.
  • New Wave Wealth Advisors first reported a position in MV Oil Trust in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's MV Oil Trust position peaked at $8.01K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.