NA
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
Q2 		– Sell
-40
Closed -$90 – 4316
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

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

NewEdge Advisors's MVO Position: Q2 2026 in Review

NewEdge Advisors sold out of MV Oil Trust (MVO) in Q2 2026, closing a stake of 40 shares — an estimated $90 sold.

NewEdge Advisors first reported a position in MVO in Q4 2022 and held it in 2 quarters. The position peaked at $6.53K in Q4 2022. 20 funds tracked by Wall St. Rank hold MVO as of Q2 2026.

  • NewEdge Advisors reported no remaining MV Oil Trust position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 40 MV Oil Trust shares in Q2 2026, an estimated $90.
  • NewEdge Advisors first reported a position in MV Oil Trust in Q4 2022 and held it in 2 quarters.
  • NewEdge Advisors's MV Oil Trust position peaked at $6.53K in Q4 2022.
  • 20 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.