UBS Group
MVO

UBS Group’s MV Oil Trust MVO Stock Holding History

UBS 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
2026
Q1 		$1.69K Hold
747
– – ﹤0.01% 9465
2025
Q4 		$926 Sell
747
-149
-17% -$487 ﹤0.01% 9763
2025
Q3 		$5.04K Buy
896
+549
+158% +$3.22K ﹤0.01% 8905
2025
Q2 		$2K Sell
347
-8,235
-96% -$47.8K ﹤0.01% 9534
2025
Q1 		$46.3K Buy
8,582
+4,363
+103% +$26.6K ﹤0.01% 7649
2024
Q4 		$33.9K Sell
4,219
-12,608
-75% -$112K ﹤0.01% 7534
2024
Q3 		$159K Buy
16,827
+15,580
+1,249% +$144K ﹤0.01% 6038
2024
Q2 		$11.7K Hold
1,247
– – ﹤0.01% 7623
2024
Q1 		$13.3K Hold
1,247
– – ﹤0.01% 7107
2023
Q4 		$15K Hold
1,247
– – ﹤0.01% 7267
2023
Q3 		$17K Buy
1,247
+400
+47% +$5.08K ﹤0.01% 6889
2023
Q2 		$10.8K Hold
847
– – ﹤0.01% 7122
2023
Q1 		$10K Sell
847
-883
-51% -$11.7K ﹤0.01% 7613
2022
Q4 		$28.3K Sell
1,730
-567
-25% -$7.69K ﹤0.01% 7299
2022
Q3 		$29K Buy
2,297
+1,550
+207% +$18.6K ﹤0.01% 6923
2022
Q2 		$8K Hold
747
– – ﹤0.01% 8326
2022
Q1 		$9K Sell
747
-3,662
-83% -$37.7K ﹤0.01% 8560
2021
Q4 		$39K Buy
4,409
+2,262
+105% +$19.2K ﹤0.01% 7151
2021
Q3 		$19K Hold
2,147
– – ﹤0.01% 7213
2021
Q2 		$18K Hold
2,147
– – ﹤0.01% 7450
2021
Q1 		$9K Sell
2,147
-4,891
-69% -$20K ﹤0.01% 8012
2020
Q4 		$22K Sell
7,038
-1,213
-15% -$3.34K ﹤0.01% 6876
2020
Q3 		$19K Buy
8,251
+6,104
+284% +$18K ﹤0.01% 6350
2020
Q2 		$9K Hold
2,147
– – ﹤0.01% 7085
2020
Q1 		$5K Hold
2,147
– – ﹤0.01% 7304
2019
Q4 		$13K Sell
2,147
-3,424
-61% -$21.8K ﹤0.01% 7147
2019
Q3 		$43K Sell
5,571
-941
-14% -$7.12K ﹤0.01% 6281
2019
Q2 		$52K Buy
6,512
+2,445
+60% +$20.1K ﹤0.01% 5895
2019
Q1 		$33K Sell
4,067
-150
-4% -$1.15K ﹤0.01% 5875
2018
Q4 		$30K Buy
4,217
+1,650
+64% +$14.8K ﹤0.01% 6489
2018
Q3 		$30K Hold
2,567
– – ﹤0.01% 6544
2018
Q2 		$26K Sell
2,567
-3,124
-55% -$29.2K ﹤0.01% 6509
2018
Q1 		$45K Buy
5,691
+2,417
+74% +$19.3K ﹤0.01% 5792
2017
Q4 		$28K Buy
3,274
+707
+28% +$4.43K ﹤0.01% 6303
2017
Q3 		$15K Sell
2,567
-1,378
-35% -$7.31K ﹤0.01% 6653
2017
Q2 		$23K Sell
3,945
-1,114
-22% -$7.05K ﹤0.01% 6190
2017
Q1 		$31K Buy
5,059
+2,492
+97% +$16.3K ﹤0.01% 5838
2016
Q4 		$16K Sell
2,567
-500
-16% -$2.95K ﹤0.01% 6648
2016
Q3 		$18K Sell
3,067
-173
-5% -$1.03K ﹤0.01% 6382
2016
Q2 		$21K Buy
3,240
+2,323
+253% +$12.4K ﹤0.01% 6262
2016
Q1 		$4K Buy
917
+370
+68% +$1.75K ﹤0.01% 7098
2015
Q4 		$3K Sell
547
-300
-35% -$1.88K ﹤0.01% 7889
2015
Q3 		$5K Sell
847
-2,699
-76% -$18.8K ﹤0.01% 7715
2015
Q2 		$38K Buy
3,546
+2,699
+319% +$31.3K ﹤0.01% 6246
2015
Q1 		$13K Sell
847
-1,945
-70% -$29.9K ﹤0.01% 7430
2014
Q4 		$41K Buy
+2,792
New +$57.2K ﹤0.01% 6731

Other funds holding MVO

SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

UBS Group's MVO Position: Q1 2026 in Review

UBS Group held its MV Oil Trust (MVO) position steady in Q1 2026 at 747 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #9465.

UBS Group first reported a position in MVO in Q4 2014 and has held it in 46 quarters since. The position peaked at $159K in Q3 2024. 24 funds tracked by Wall St. Rank hold MVO as of Q1 2026.

  • UBS Group held 747 shares of MV Oil Trust worth $1.69K as of Q1 2026.
  • UBS Group left its MV Oil Trust share count unchanged in Q1 2026.
  • MV Oil Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9465 holding.
  • UBS Group first reported a position in MV Oil Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's MV Oil Trust position peaked at $159K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.