RAG
MVO

RIA Advisory Group’s MV Oil Trust MVO Stock Holding History

RIA Advisory 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
2024
Q4 		– Sell
-12,525
Closed -$119K – 145
2024
Q3 		$119K Buy
+12,525
New +$116K 0.04% 125
2024
Q1 		$128K Buy
+12,000
New +$133K 0.05% 136
2023
Q4 		– Sell
-12,000
Closed -$164K – 162
2023
Q3 		$164K Hold
12,000
– – 0.07% 111
2023
Q2 		$153K Hold
12,000
– – 0.07% 117
2023
Q1 		$142K Hold
12,000
– – 0.07% 115
2022
Q4 		$196K Buy
+12,000
New +$163K 0.11% 88

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 $43.3B AUM 29.3% 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

RIA Advisory Group's MVO Position: Q4 2024 in Review

RIA Advisory Group sold out of MV Oil Trust (MVO) in Q4 2024, closing a stake of 12,525 shares — an estimated $119K sold.

RIA Advisory Group first reported a position in MVO in Q4 2022 and held it in 6 quarters. The position peaked at $196K in Q4 2022. 21 funds tracked by Wall St. Rank hold MVO as of Q4 2024.

  • RIA Advisory Group reported no remaining MV Oil Trust position as of Q4 2024 after selling out during the quarter.
  • RIA Advisory Group sold 12,525 MV Oil Trust shares in Q4 2024, an estimated $119K.
  • RIA Advisory Group first reported a position in MV Oil Trust in Q4 2022 and held it in 6 quarters.
  • RIA Advisory Group's MV Oil Trust position peaked at $196K in Q4 2022.
  • 21 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2024.

Based on RIA Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.