SouthState Corp’s MV Oil Trust MVO Stock Holding History

SouthState Corp’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	$8.78K	Hold	3,939	–	–	﹤0.01%	673
2025 Q4	$4.8K	Hold	3,939	–	–	﹤0.01%	812
2025 Q3	$22.1K	Hold	3,939	–	–	﹤0.01%	557
2025 Q2	$22.6K	Hold	3,939	–	–	﹤0.01%	627
2025 Q1	$21.3K	Hold	3,939	–	–	﹤0.01%	676
2024 Q4	$31.5K	Sell	3,939 -61	-2%	-$543	﹤0.01%	392
2024 Q3	$37.9K	Hold	4,000	–	–	﹤0.01%	385
2024 Q2	$37.6K	Hold	4,000	–	–	﹤0.01%	390
2024 Q1	$42.7K	Hold	4,000	–	–	﹤0.01%	389
2023 Q4	$47.9K	Hold	4,000	–	–	﹤0.01%	355
2023 Q3	$54.5K	Hold	4,000	–	–	0.01%	336
2023 Q2	$50.6K	Hold	4,000	–	–	﹤0.01%	349
2023 Q1	$47.2K	Hold	4,000	–	–	﹤0.01%	379
2022 Q4	$65.3K	Hold	4,000	–	–	0.01%	369
2022 Q3	$50K	Hold	4,000	–	–	0.01%	386
2022 Q2	$45K	Hold	4,000	–	–	﹤0.01%	412
2022 Q1	$47K	Hold	4,000	–	–	﹤0.01%	445
2021 Q4	$35K	Hold	4,000	–	–	﹤0.01%	439
2021 Q3	$34K	Hold	4,000	–	–	﹤0.01%	390
2021 Q2	$34K	Hold	4,000	–	–	﹤0.01%	301
2021 Q1	$17K	Hold	4,000	–	–	﹤0.01%	316
2020 Q4	$12K	Hold	4,000	–	–	﹤0.01%	310
2020 Q3	$9K	Buy	+4,000	New	+$11.8K	﹤0.01%	315

Other funds holding MVO

Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SouthState Corp's MVO Position: Q1 2026 in Review

SouthState Corp held its MV Oil Trust (MVO) position steady in Q1 2026 at 3,939 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

SouthState Corp first reported a position in MVO in Q3 2020 and has held it in 23 quarters since. The position peaked at $65.3K in Q4 2022. 24 funds tracked by Wall St. Rank hold MVO as of Q1 2026.

SouthState Corp held 3,939 shares of MV Oil Trust worth $8.78K as of Q1 2026.
SouthState Corp left its MV Oil Trust share count unchanged in Q1 2026.
MV Oil Trust made up ﹤0.01% of SouthState Corp's portfolio in Q1 2026, its #673 holding.
SouthState Corp first reported a position in MV Oil Trust in Q3 2020 and has held it in 23 quarters since.
SouthState Corp's MV Oil Trust position peaked at $65.3K in Q4 2022.
24 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.