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MVO

NewEdge Advisors’s MV Oil Trust MVO Stock Holding History

NewEdge 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
Q1 		$90 Buy
+40
New +$75 ﹤0.01% 4087
2023
Q1 		– Sell
-400
Closed -$6.53K – 3877
2022
Q4 		$6.53K Buy
+400
New +$5.42K ﹤0.01% 2506

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

NewEdge Advisors's MVO Position: Q1 2026 in Review

NewEdge Advisors opened a new position in MV Oil Trust (MVO) in Q1 2026: 40 shares worth $90. The stake represents ﹤0.01% of the portfolio and ranks #4087 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in MVO as recently as Q4 2022.

NewEdge Advisors first reported a position in MVO in Q4 2022 and has held it in 2 quarters since. The position peaked at $6.53K in Q4 2022. 24 funds tracked by Wall St. Rank hold MVO as of Q1 2026.

  • NewEdge Advisors held 40 shares of MV Oil Trust worth $90 as of Q1 2026.
  • MV Oil Trust was a new NewEdge Advisors position in Q1 2026.
  • MV Oil Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #4087 holding.
  • NewEdge Advisors first reported a position in MV Oil Trust in Q4 2022 and has held it in 2 quarters since.
  • NewEdge Advisors's MV Oil Trust position peaked at $6.53K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.