Rockefeller Capital Management
MVO

Rockefeller Capital Management’s MV Oil Trust MVO Stock Holding History

Rockefeller Capital Management’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
2026
Q1 		$2.81K Buy
1,244
+88
+8% +$165 ﹤0.01% 4356
2025
Q4 		$1.43K Sell
1,156
-1,571
-58% -$5.13K ﹤0.01% 4388
2025
Q3 		$15.3K Buy
+2,727
New +$16K ﹤0.01% 3472

Other funds holding MVO

SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Rockefeller Capital Management's MVO Position: Q1 2026 in Review

Rockefeller Capital Management increased its MV Oil Trust (MVO) stake by 7.6% in Q1 2026, buying an estimated $165 and bringing the position to 1,244 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #4356.

Rockefeller Capital Management first reported a position in MVO in Q3 2025 and has held it in 3 quarters since. The position peaked at $15.3K in Q3 2025. 24 funds tracked by Wall St. Rank hold MVO as of Q1 2026.

  • Rockefeller Capital Management held 1,244 shares of MV Oil Trust worth $2.81K as of Q1 2026.
  • Rockefeller Capital Management bought 88 MV Oil Trust shares in Q1 2026, an estimated $165.
  • MV Oil Trust made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4356 holding.
  • Rockefeller Capital Management first reported a position in MV Oil Trust in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's MV Oil Trust position peaked at $15.3K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.