SWP
MVO

Significant Wealth Partners’s MV Oil Trust MVO Stock Holding History

Significant Wealth Partners’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
Q1 		– Sell
-105,920
Closed -$1.27M – 176
2023
Q4 		$1.27M Buy
+105,920
New +$1.29M 0.92% 32

Other funds holding MVO

SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $338M AUM 10.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $421M AUM 30.78% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Significant Wealth Partners's MVO Position: Q1 2024 in Review

Significant Wealth Partners sold out of MV Oil Trust (MVO) in Q1 2024, closing a stake of 105,920 shares — an estimated $1.27M sold.

Significant Wealth Partners first reported a position in MVO in Q4 2023 and held it in 1 quarter. The position peaked at $1.27M in Q4 2023. 24 funds tracked by Wall St. Rank hold MVO as of Q1 2024.

  • Significant Wealth Partners reported no remaining MV Oil Trust position as of Q1 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 105,920 MV Oil Trust shares in Q1 2024, an estimated $1.27M.
  • Significant Wealth Partners first reported a position in MV Oil Trust in Q4 2023 and held it in 1 quarter.
  • Significant Wealth Partners's MV Oil Trust position peaked at $1.27M in Q4 2023.
  • 24 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2024.

Based on Significant Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.