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
Q2 		$2.35K Buy
1,327
+83
+7% +$173 ﹤0.01% 4395
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

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Rockefeller Capital Management's MVO Position: Q2 2026 in Review

Rockefeller Capital Management increased its MV Oil Trust (MVO) stake by 6.7% in Q2 2026, buying an estimated $173 and bringing the position to 1,327 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #4395.

Rockefeller Capital Management first reported a position in MVO in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.3K in Q3 2025. 20 funds tracked by Wall St. Rank hold MVO as of Q2 2026.

  • Rockefeller Capital Management held 1,327 shares of MV Oil Trust worth $2.35K as of Q2 2026.
  • Rockefeller Capital Management bought 83 MV Oil Trust shares in Q2 2026, an estimated $173.
  • MV Oil Trust made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4395 holding.
  • Rockefeller Capital Management first reported a position in MV Oil Trust in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's MV Oil Trust position peaked at $15.3K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.