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

TrustCore 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
2022 Q4	$4.08K	Buy	+250	New	+$3.39K	﹤0.01%	845

Other funds holding MVO

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

TrustCore Financial Services's MVO Position: Q4 2022 in Review

TrustCore Financial Services opened a new position in MV Oil Trust (MVO) in Q4 2022: 250 shares worth $4.08K. The stake represents ﹤0.01% of the portfolio and ranks #845 among its holdings.

32 funds tracked by Wall St. Rank hold MVO as of Q4 2022.

TrustCore Financial Services held 250 shares of MV Oil Trust worth $4.08K as of Q4 2022.
MV Oil Trust was a new TrustCore Financial Services position in Q4 2022.
MV Oil Trust made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #845 holding.
32 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.