Symphony Financial’s MV Oil Trust MVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-75,805
| Closed | -$123K | – | 387 |
|
|
2026
Q2 | $123K | Buy |
75,805
+2,453
| +3% | +$5.12K | 0.01% | 367 |
|
|
2026
Q1 | $165K | Buy |
73,352
+2,578
| +4% | +$4.84K | 0.02% | 312 |
|
|
2025
Q4 | $85.6K | Buy |
70,774
+1,319
| +2% | +$4.31K | 0.01% | 286 |
|
|
2025
Q3 | $389K | Buy |
69,455
+1,009
| +1% | +$5.93K | 0.05% | 189 |
|
|
2025
Q2 | $396K | Buy |
+68,446
| New | +$397K | 0.05% | 177 |
|
|
2025
Q1 | – | Sell |
-65,976
| Closed | -$474K | – | 170 |
|
|
2024
Q4 | $474K | Sell |
65,976
-3,384
| -5% | -$30.1K | 0.07% | 139 |
|
|
2024
Q3 | $652K | Buy |
69,360
+1,302
| +2% | +$12K | 0.11% | 123 |
|
|
2024
Q2 | $630K | Buy |
68,058
+955
| +1% | +$9.23K | 0.12% | 121 |
|
|
2024
Q1 | $717K | Buy |
67,103
+1,066
| +2% | +$11.8K | 0.17% | 104 |
|
|
2023
Q4 | $768K | Sell |
66,037
-2,429
| -4% | -$29.6K | 0.17% | 106 |
|
|
2023
Q3 | $924K | Buy |
68,466
+429
| +0.6% | +$5.45K | 0.23% | 79 |
|
|
2023
Q2 | $870K | Sell |
68,037
-10,349
| -13% | -$124K | 0.21% | 92 |
|
|
2023
Q1 | $912K | Buy |
78,386
+37
| +0% | +$491 | 0.24% | 85 |
|
|
2022
Q4 | $1.14M | Sell |
78,349
-504
| -0.6% | -$6.84K | 0.3% | 66 |
|
|
2022
Q3 | $954K | Buy |
78,853
+1,692
| +2% | +$20.3K | 0.31% | 74 |
|
|
2022
Q2 | $904K | Buy |
77,161
+881
| +1% | +$9.8K | 0.27% | 78 |
|
|
2022
Q1 | $882K | Buy |
76,280
+7,784
| +11% | +$80.1K | 0.21% | 93 |
|
|
2021
Q4 | $604K | Buy |
68,496
+127
| +0.2% | +$1.08K | 0.17% | 106 |
|
|
2021
Q3 | $569K | Buy |
68,369
+1,653
| +2% | +$12.2K | 0.2% | 87 |
|
|
2021
Q2 | $567K | Sell |
66,716
-16,560
| -20% | -$101K | 0.19% | 91 |
|
|
2021
Q1 | $433K | Buy |
83,276
+13,663
| +20% | +$55.9K | 0.11% | 123 |
|
|
2020
Q4 | $219K | Buy |
69,613
+7,321
| +12% | +$20.2K | 0.08% | 149 |
|
|
2020
Q3 | $142K | Sell |
62,292
-13,242
| -18% | -$39K | 0.06% | 134 |
|
|
2020
Q2 | $316K | Buy |
75,534
+13,129
| +21% | +$47.1K | 0.15% | 104 |
|
|
2020
Q1 | $151K | Buy |
+62,405
| New | +$294K | 0.1% | 92 |
|
Other funds holding MVO
Symphony Financial's MVO Position: Q3 2026 in Review
Symphony Financial sold out of MV Oil Trust (MVO) in Q3 2026, closing a stake of 75,805 shares — an estimated $123K sold.
Symphony Financial first reported a position in MVO in Q1 2020 and held it in 25 quarters. The position peaked at $1.14M in Q4 2022. 1 fund tracked by Wall St. Rank holds MVO as of Q3 2026.
- Symphony Financial reported no remaining MV Oil Trust position as of Q3 2026 after selling out during the quarter.
- Symphony Financial sold 75,805 MV Oil Trust shares in Q3 2026, an estimated $123K.
- Symphony Financial first reported a position in MV Oil Trust in Q1 2020 and held it in 25 quarters.
- Symphony Financial's MV Oil Trust position peaked at $1.14M in Q4 2022.
- 1 fund tracked by Wall St. Rank held MV Oil Trust as of Q3 2026.
Based on Symphony Financial's 13F filing for Q3 2026, filed 22 Oct 2026.