Selective Wealth Management’s MV Oil Trust MVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-11,277
| Closed | -$7.6K | – | 150 |
|
|
2026
Q2 | $7.6K | Sell |
11,277
-1,529
| -12% | -$3.19K | ﹤0.01% | 136 |
|
|
2026
Q1 | $32.8K | Sell |
12,806
-2,100
| -14% | -$3.95K | 0.01% | 119 |
|
|
2025
Q4 | $33.7K | Sell |
14,906
-6,526
| -30% | -$21.3K | 0.01% | 106 |
|
|
2025
Q3 | $127K | Sell |
21,432
-2,289
| -10% | -$13.4K | 0.04% | 102 |
|
|
2025
Q2 | $139K | Sell |
23,721
-2,775
| -10% | -$16.1K | 0.05% | 97 |
|
|
2025
Q1 | $164K | Sell |
26,496
-2,977
| -10% | -$18.2K | 0.07% | 97 |
|
|
2024
Q4 | $253K | Sell |
29,473
-8,168
| -22% | -$72.7K | 0.1% | 88 |
|
|
2024
Q3 | $370K | Sell |
37,641
-20,033
| -35% | -$185K | 0.15% | 70 |
|
|
2024
Q2 | $532K | Sell |
57,674
-5,512
| -9% | -$53.3K | 0.23% | 57 |
|
|
2024
Q1 | $653K | Sell |
63,186
-2,370
| -4% | -$26.2K | 0.28% | 47 |
|
|
2023
Q4 | $798K | Sell |
65,556
-4,099
| -6% | -$49.9K | 0.4% | 35 |
|
|
2023
Q3 | $853K | Sell |
69,655
-10,688
| -13% | -$136K | 0.47% | 32 |
|
|
2023
Q2 | $1.09M | Buy |
+80,343
| New | +$966K | 0.54% | 28 |
|
|
2022
Q4 | $1.41M | Sell |
90,159
-168,357
| -65% | -$2.28M | 0.74% | 28 |
|
|
2022
Q3 | $3.22M | Sell |
258,516
-3,734
| -1% | -$44.8K | 1.38% | 23 |
|
|
2022
Q2 | $2.93M | Buy |
262,250
+111,244
| +74% | +$1.23M | 1.04% | 24 |
|
|
2022
Q1 | $1.77M | Buy |
+151,006
| New | +$1.55M | 0.64% | 25 |
|
Selective Wealth Management's MVO Position: Q3 2026 in Review
Selective Wealth Management sold out of MV Oil Trust (MVO) in Q3 2026, closing a stake of 11,277 shares — an estimated $7.6K sold.
Selective Wealth Management first reported a position in MVO in Q1 2022 and held it in 17 quarters. The position peaked at $3.22M in Q3 2022. 0 funds tracked by Wall St. Rank hold MVO as of Q3 2026.
- Selective Wealth Management reported no remaining MV Oil Trust position as of Q3 2026 after selling out during the quarter.
- Selective Wealth Management sold 11,277 MV Oil Trust shares in Q3 2026, an estimated $7.6K.
- Selective Wealth Management first reported a position in MV Oil Trust in Q1 2022 and held it in 17 quarters.
- Selective Wealth Management's MV Oil Trust position peaked at $3.22M in Q3 2022.
- 0 funds tracked by Wall St. Rank held MV Oil Trust as of Q3 2026.
Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.