PFGIA
MVO

Patriot Financial Group Insurance Agency’s MV Oil Trust MVO Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-60
Closed -$1K – 1375
2022
Q2 		$1K Hold
60
– – ﹤0.01% 1921
2022
Q1 		$1K Hold
60
– – ﹤0.01% 1956
2021
Q4 		$1K Hold
60
– – ﹤0.01% 2055
2021
Q3 		$1K Hold
60
– – ﹤0.01% 2073
2021
Q2 		$1K Hold
60
– – ﹤0.01% 1998
2021
Q1 		$0 Hold
60
– – ﹤0.01% 2046
2020
Q4 		$0 Hold
60
– – ﹤0.01% 1942
2020
Q3 		$0 Hold
60
– – ﹤0.01% 1781
2020
Q2 		$0 Buy
+60
New +$215 ﹤0.01% 1775

Other funds holding MVO

SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MVO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of MV Oil Trust (MVO) in Q3 2022, closing a stake of 60 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in MVO in Q2 2020 and held it in 9 quarters. The position peaked at $1K in Q2 2022. 24 funds tracked by Wall St. Rank hold MVO as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining MV Oil Trust position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 60 MV Oil Trust shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in MV Oil Trust in Q2 2020 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's MV Oil Trust position peaked at $1K in Q2 2022.
  • 24 funds tracked by Wall St. Rank held MV Oil Trust as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.