Private Advisor Group’s MV Oil Trust MVO Stock Holding History

Private Advisor Group’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
2023 Q1	–	Sell	-10,900	Closed	-$178	–	2014
2022 Q4	$178	Hold	10,900	–	–	﹤0.01%	1528
2022 Q3	$136K	Hold	10,900	–	–	﹤0.01%	1740
2022 Q2	$123K	Hold	10,900	–	–	﹤0.01%	1928
2022 Q1	$128K	Buy	+10,900	New	+$112K	﹤0.01%	1968

Other funds holding MVO

Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return

Private Advisor Group's MVO Position: Q1 2023 in Review

Private Advisor Group sold out of MV Oil Trust (MVO) in Q1 2023, closing a stake of 10,900 shares — an estimated $178 sold.

Private Advisor Group first reported a position in MVO in Q1 2022 and held it in 4 quarters. The position peaked at $136K in Q3 2022. 21 funds tracked by Wall St. Rank hold MVO as of Q1 2023.

Private Advisor Group reported no remaining MV Oil Trust position as of Q1 2023 after selling out during the quarter.
Private Advisor Group sold 10,900 MV Oil Trust shares in Q1 2023, an estimated $178.
Private Advisor Group first reported a position in MV Oil Trust in Q1 2022 and held it in 4 quarters.
Private Advisor Group's MV Oil Trust position peaked at $136K in Q3 2022.
21 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2023.

Based on Private Advisor Group's 13F filing for Q1 2023, filed 10 May 2023.