SF
MVO

Symphony Financial’s MV Oil Trust MVO Stock Holding History

Symphony Financial’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
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% +$9.77K 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

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return

Symphony Financial's MVO Position: Q2 2026 in Review

Symphony Financial increased its MV Oil Trust (MVO) stake by 3.3% in Q2 2026, buying an estimated $5.12K and bringing the position to 75,805 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #367.

Symphony Financial first reported a position in MVO in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.14M in Q4 2022. 20 funds tracked by Wall St. Rank hold MVO as of Q2 2026.

  • Symphony Financial held 75,805 shares of MV Oil Trust worth $123K as of Q2 2026.
  • Symphony Financial bought 2,453 MV Oil Trust shares in Q2 2026, an estimated $5.12K.
  • MV Oil Trust made up 0.01% of Symphony Financial's portfolio in Q2 2026, its #367 holding.
  • Symphony Financial first reported a position in MV Oil Trust in Q1 2020 and has held it in 25 quarters since.
  • Symphony Financial's MV Oil Trust position peaked at $1.14M in Q4 2022.
  • 20 funds tracked by Wall St. Rank held MV Oil Trust as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.