SSG
MVO

Summit Securities Group’s MV Oil Trust MVO Stock Holding History

Summit Securities Group’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
2022
Q4 		– Sell
-100
Closed -$1K – 1295
2022
Q3 		$1K Sell
100
-100
-50% -$1.2K ﹤0.01% 884
2022
Q2 		$2K Buy
+200
New +$2.22K ﹤0.01% 899

Other funds holding MVO

SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Summit Securities Group's MVO Position: Q4 2022 in Review

Summit Securities Group sold out of MV Oil Trust (MVO) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

Summit Securities Group first reported a position in MVO in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 32 funds tracked by Wall St. Rank hold MVO as of Q4 2022.

  • Summit Securities Group reported no remaining MV Oil Trust position as of Q4 2022 after selling out during the quarter.
  • Summit Securities Group sold 100 MV Oil Trust shares in Q4 2022, an estimated $1K.
  • Summit Securities Group first reported a position in MV Oil Trust in Q2 2022 and held it in 2 quarters.
  • Summit Securities Group's MV Oil Trust position peaked at $2K in Q2 2022.
  • 32 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2022.

Based on Summit Securities Group's 13F filing for Q4 2022, filed 13 Feb 2023.