SFS
MVO

Sowell Financial Services’s MV Oil Trust MVO Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,000
Closed -$5K – 1919
2021
Q1 		$5K Hold
1,000
– – ﹤0.01% 2608
2020
Q4 		$3K Hold
1,000
– – ﹤0.01% 2405
2020
Q3 		$2K Hold
1,000
– – ﹤0.01% 2240
2020
Q2 		$4K Hold
1,000
– – ﹤0.01% 1977
2020
Q1 		$2K Hold
1,000
– – ﹤0.01% 2090
2019
Q4 		$6K Hold
1,000
– – ﹤0.01% 1847
2019
Q3 		$8K Buy
+1,000
New +$7.57K ﹤0.01% 1603

Other funds holding MVO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return

Sowell Financial Services's MVO Position: Q2 2021 in Review

Sowell Financial Services sold out of MV Oil Trust (MVO) in Q2 2021, closing a stake of 1,000 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in MVO in Q3 2019 and held it in 7 quarters. The position peaked at $8K in Q3 2019. 23 funds tracked by Wall St. Rank hold MVO as of Q2 2021.

  • Sowell Financial Services reported no remaining MV Oil Trust position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,000 MV Oil Trust shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in MV Oil Trust in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's MV Oil Trust position peaked at $8K in Q3 2019.
  • 23 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.