RWA
MVO

Redhawk Wealth Advisors’s MV Oil Trust MVO Stock Holding History

Redhawk Wealth 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
-18,957
Closed -$202K – 326
2024
Q1 		$202K Hold
18,957
– – 0.03% 295
2023
Q4 		$227K Hold
18,957
– – 0.04% 264
2023
Q3 		$258K Sell
18,957
-4,085
-18% -$51.9K 0.09% 162
2023
Q2 		$291K Hold
23,042
– – 0.09% 158
2023
Q1 		$272K Buy
23,042
+36
+0.2% +$478 0.09% 148
2022
Q4 		$376K Buy
+23,006
New +$312K 0.15% 137

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

Redhawk Wealth Advisors's MVO Position: Q2 2024 in Review

Redhawk Wealth Advisors sold out of MV Oil Trust (MVO) in Q2 2024, closing a stake of 18,957 shares — an estimated $202K sold.

Redhawk Wealth Advisors first reported a position in MVO in Q4 2022 and held it in 6 quarters. The position peaked at $376K in Q4 2022. 19 funds tracked by Wall St. Rank hold MVO as of Q2 2024.

  • Redhawk Wealth Advisors reported no remaining MV Oil Trust position as of Q2 2024 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 18,957 MV Oil Trust shares in Q2 2024, an estimated $202K.
  • Redhawk Wealth Advisors first reported a position in MV Oil Trust in Q4 2022 and held it in 6 quarters.
  • Redhawk Wealth Advisors's MV Oil Trust position peaked at $376K in Q4 2022.
  • 19 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2024.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.