SWM
MVO

Selective Wealth Management’s MV Oil Trust MVO Stock Holding History

Selective Wealth 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 		$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

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

Selective Wealth Management's MVO Position: Q2 2026 in Review

Selective Wealth Management reduced its MV Oil Trust (MVO) stake by 12% in Q2 2026, selling an estimated $3.19K and leaving 11,277 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #136.

Selective Wealth Management first reported a position in MVO in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.22M in Q3 2022. 20 funds tracked by Wall St. Rank hold MVO as of Q2 2026.

  • Selective Wealth Management held 11,277 shares of MV Oil Trust worth $7.6K as of Q2 2026.
  • Selective Wealth Management sold 1,529 MV Oil Trust shares in Q2 2026, an estimated $3.19K.
  • MV Oil Trust made up ﹤0.01% of Selective Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Selective Wealth Management first reported a position in MV Oil Trust in Q1 2022 and has held it in 17 quarters since.
  • Selective Wealth Management's MV Oil Trust position peaked at $3.22M in Q3 2022.
  • 20 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.