PA
MVO

PSI Advisors’s MV Oil Trust MVO Stock Holding History

PSI 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
2024
Q2 		– Sell
-1,000
Closed -$10.7K – 892
2024
Q1 		$10.7K Hold
1,000
– – ﹤0.01% 476
2023
Q4 		$12K Hold
1,000
– – ﹤0.01% 485
2023
Q3 		$13.6K Sell
1,000
-1,350
-57% -$17.2K 0.01% 451
2023
Q2 		$30K Sell
2,350
-400
-15% -$4.81K 0.01% 321
2023
Q1 		$32.6K Buy
2,750
+1,000
+57% +$13.3K 0.02% 274
2022
Q4 		$28.6K Hold
1,750
– – 0.02% 278
2022
Q3 		$22K Buy
1,750
+350
+25% +$4.2K 0.01% 322
2022
Q2 		$16K Buy
1,400
+250
+22% +$2.77K 0.01% 385
2022
Q1 		$14K Buy
1,150
+200
+21% +$2.06K 0.01% 422
2021
Q4 		$8K Hold
950
– – ﹤0.01% 536
2021
Q3 		$8K Buy
+950
New +$7K ﹤0.01% 521

Other funds holding MVO

SF
Symphony Financial Houston, Texas $755M AUM 25.99% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PSI Advisors's MVO Position: Q2 2024 in Review

PSI Advisors sold out of MV Oil Trust (MVO) in Q2 2024, closing a stake of 1,000 shares — an estimated $10.7K sold.

PSI Advisors first reported a position in MVO in Q3 2021 and held it in 11 quarters. The position peaked at $32.6K in Q1 2023. 19 funds tracked by Wall St. Rank hold MVO as of Q2 2024.

  • PSI Advisors reported no remaining MV Oil Trust position as of Q2 2024 after selling out during the quarter.
  • PSI Advisors sold 1,000 MV Oil Trust shares in Q2 2024, an estimated $10.7K.
  • PSI Advisors first reported a position in MV Oil Trust in Q3 2021 and held it in 11 quarters.
  • PSI Advisors's MV Oil Trust position peaked at $32.6K in Q1 2023.
  • 19 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2024.

Based on PSI Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.