RDIA
MVO

RE Dickinson Investment Advisors’s MV Oil Trust MVO Stock Holding History

RE Dickinson Investment 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
Q4 		$3K Buy
+32
New +$285 ﹤0.01% 262

Other funds holding MVO

SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RE Dickinson Investment Advisors's MVO Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in MV Oil Trust (MVO) in Q4 2024: 32 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #262 among its holdings.

21 funds tracked by Wall St. Rank hold MVO as of Q4 2024.

  • RE Dickinson Investment Advisors held 32 shares of MV Oil Trust worth $3K as of Q4 2024.
  • MV Oil Trust was a new RE Dickinson Investment Advisors position in Q4 2024.
  • MV Oil Trust made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #262 holding.
  • 21 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.