Raymond James Financial
MVO

Raymond James Financial’s MV Oil Trust MVO Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-90
Closed -$518 – 6067
2025
Q2 		$518 Buy
+90
New +$522 ﹤0.01% 6669

Other funds holding MVO

SF
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $40.4B AUM 21.2% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Raymond James Financial's MVO Position: Q3 2025 in Review

Raymond James Financial sold out of MV Oil Trust (MVO) in Q3 2025, closing a stake of 90 shares — an estimated $518 sold.

Raymond James Financial first reported a position in MVO in Q2 2025 and held it in 1 quarter. The position peaked at $518 in Q2 2025. 22 funds tracked by Wall St. Rank hold MVO as of Q3 2025.

  • Raymond James Financial reported no remaining MV Oil Trust position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 90 MV Oil Trust shares in Q3 2025, an estimated $518.
  • Raymond James Financial first reported a position in MV Oil Trust in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's MV Oil Trust position peaked at $518 in Q2 2025.
  • 22 funds tracked by Wall St. Rank held MV Oil Trust as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.