Simplex Trading
MVO

Simplex Trading’s MV Oil Trust MVO Stock Holding History

Simplex Trading’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 		$2.49K Buy
1,100
+200
+22% +$376 ﹤0.01% 8288
2025
Q4 		$1.12K Buy
+900
New +$2.94K ﹤0.01% 8002
2025
Q3 		– Sell
-17,300
Closed -$99K – 9685
2025
Q2 		$99K Buy
17,300
+17,100
+8,550% +$99.2K ﹤0.01% 5245
2025
Q1 		$1K Sell
200
-6,100
-97% -$37.3K ﹤0.01% 8251
2024
Q4 		$50K Sell
6,300
-300
-5% -$2.67K ﹤0.01% 5869
2024
Q3 		$62K Buy
6,600
+5,400
+450% +$50K ﹤0.01% 5701
2024
Q2 		$11K Sell
1,200
-3,700
-76% -$35.8K ﹤0.01% 7367
2024
Q1 		$52K Buy
4,900
+1,900
+63% +$21K ﹤0.01% 6222
2023
Q4 		$36K Sell
3,000
-3,800
-56% -$46.3K ﹤0.01% 6397
2023
Q3 		$92K Sell
6,800
-1,700
-20% -$21.6K ﹤0.01% 5170
2023
Q2 		$108K Buy
8,500
+5,400
+174% +$65K ﹤0.01% 4992
2023
Q1 		$36K Buy
3,100
+2,300
+288% +$30.5K ﹤0.01% 6295
2022
Q4 		$13K Sell
800
-700
-47% -$9.49K ﹤0.01% 7297
2022
Q3 		$18K Buy
1,500
+600
+67% +$7.19K ﹤0.01% 7629
2022
Q2 		$10K Buy
900
+700
+350% +$7.76K ﹤0.01% 8296
2022
Q1 		$2K Hold
200
– – ﹤0.01% 9882
2021
Q4 		$1K Sell
200
-5,600
-97% -$47.6K ﹤0.01% 10209
2021
Q3 		$51K Hold
5,800
– – ﹤0.01% 7488
2021
Q2 		$49K Buy
+5,800
New +$35.3K ﹤0.01% 7663
2018
Q2 		– Sell
-55
Closed -$2K – 7705
2018
Q1 		$2K Hold
55
– – ﹤0.01% 5311
2017
Q4 		$2K Sell
55
-239
-81% -$1.5K ﹤0.01% 5223
2017
Q3 		$8K Sell
294
-310
-51% -$1.65K ﹤0.01% 3998
2017
Q2 		$14K Buy
+604
New +$3.82K ﹤0.01% 3658
2016
Q2 		– Sell
-10
Closed -$2K – 6223
2016
Q1 		$2K Buy
+10
New +$47 ﹤0.01% 4753
2015
Q4 		– Sell
-9
Closed -$1K – 5865
2015
Q3 		$1K Buy
+9
New +$63 ﹤0.01% 5079
2015
Q2 		– Sell
-32
Closed -$32K – 5622
2015
Q1 		$32K Sell
32
-45
-58% -$692 ﹤0.01% 1908
2014
Q4 		$82K Buy
+77
New +$1.58K 0.01% 1047

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

Simplex Trading's MVO Position: Q4 2025 in Review

Simplex Trading sold out of MV Oil Trust (MVO) in Q4 2025, closing a stake of 93 shares — an estimated $304 sold.

Simplex Trading first reported a position in MVO in Q4 2014 and held it in 23 quarters. The position peaked at $587K in Q3 2022. 23 funds tracked by Wall St. Rank hold MVO as of Q4 2025.

  • Simplex Trading reported no remaining MV Oil Trust position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 93 MV Oil Trust shares in Q4 2025, an estimated $304.
  • Simplex Trading first reported a position in MV Oil Trust in Q4 2014 and held it in 23 quarters.
  • Simplex Trading's MV Oil Trust position peaked at $587K in Q3 2022.
  • 23 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.