Wells Fargo
MVO

Wells Fargo’s MV Oil Trust MVO Stock Holding History

Wells Fargo’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 		– Hold
0
– – – 7143
2025
Q4 		– Sell
-1
Closed -$3 – 7281
2025
Q3 		$5 Hold
1
– – ﹤0.01% 6927
2025
Q2 		$5 Hold
1
– – ﹤0.01% 6991
2025
Q1 		$5 Hold
1
– – ﹤0.01% 6873
2024
Q4 		$7 Hold
1
– – ﹤0.01% 6870
2024
Q3 		$8 Hold
1
– – ﹤0.01% 6707
2024
Q2 		$8 Hold
1
– – ﹤0.01% 6666
2024
Q1 		$9 Hold
1
– – ﹤0.01% 7313
2023
Q4 		$10 Hold
1
– – ﹤0.01% 7388
2023
Q3 		$11 Hold
1
– – ﹤0.01% 7370
2023
Q2 		$10 Buy
+1
New +$12 ﹤0.01% 7444
2023
Q1 		– Sell
-1
Closed -$13 – 7504
2022
Q4 		$16 Hold
1
– – ﹤0.01% 7327
2022
Q3 		$0 Hold
1
– – ﹤0.01% 7112
2022
Q2 		$0 Hold
1
– – ﹤0.01% 7242
2022
Q1 		$0 Sell
1
-1
-50% -$10 ﹤0.01% 7547
2021
Q4 		$0 Hold
2
– – ﹤0.01% 7603
2021
Q3 		$0 Hold
2
– – ﹤0.01% 7319
2021
Q2 		$0 Sell
2
-8,664
-100% -$52.7K ﹤0.01% 7246
2021
Q1 		$38K Buy
8,666
+8,665
+866,500% +$35.4K ﹤0.01% 5935
2020
Q4 		$0 Sell
1
-1,001
-100% -$2.76K ﹤0.01% 6816
2020
Q3 		$2K Buy
1,002
+1
+0.1% +$3 ﹤0.01% 6141
2020
Q2 		$4K Sell
1,001
-2
-0.2% -$7 ﹤0.01% 6018
2020
Q1 		$2K Hold
1,003
– – ﹤0.01% 6005
2019
Q4 		$6K Hold
1,003
– – ﹤0.01% 6009
2019
Q3 		$8K Buy
1,003
+1
+0.1% +$8 ﹤0.01% 5982
2019
Q2 		$8K Buy
1,002
+1
+0.1% +$8 ﹤0.01% 5957
2019
Q1 		$8K Sell
1,001
-8
-0.8% -$61 ﹤0.01% 5669
2018
Q4 		$7K Buy
1,009
+1
+0.1% +$9 ﹤0.01% 6020
2018
Q3 		$12K Buy
1,008
+1
+0.1% +$11 ﹤0.01% 5952
2018
Q2 		$10K Sell
1,007
-59
-6% -$551 ﹤0.01% 5958
2018
Q1 		$8K Sell
1,066
-59
-5% -$471 ﹤0.01% 5983
2017
Q4 		$9K Buy
1,125
+10
+0.9% +$63 ﹤0.01% 5946
2017
Q3 		$6K Sell
1,115
-337
-23% -$1.79K ﹤0.01% 5986
2017
Q2 		$8K Sell
1,452
-328
-18% -$2.08K ﹤0.01% 5822
2017
Q1 		$11K Buy
1,780
+429
+32% +$2.8K ﹤0.01% 5849
2016
Q4 		$9K Buy
1,351
+300
+29% +$1.77K ﹤0.01% 5836
2016
Q3 		$6K Sell
1,051
-250
-19% -$1.48K ﹤0.01% 5871
2016
Q2 		$8K Sell
1,301
-2,969
-70% -$15.8K ﹤0.01% 5728
2016
Q1 		$20K Buy
4,270
+3,956
+1,260% +$18.7K ﹤0.01% 5520
2015
Q4 		$2K Buy
314
+1
+0.3% +$6 ﹤0.01% 6014
2015
Q3 		$2K Sell
313
-352
-53% -$2.45K ﹤0.01% 5997
2015
Q2 		$7K Buy
665
+602
+956% +$6.98K ﹤0.01% 5913
2015
Q1 		$1K Buy
63
+5
+9% +$77 ﹤0.01% 6061
2014
Q4 		$1K Sell
58
-4,000
-99% -$82K ﹤0.01% 6098
2014
Q3 		$106K Buy
4,058
+54
+1% +$1.45K ﹤0.01% 4636
2014
Q2 		$115K Sell
4,004
-318
-7% -$8.2K ﹤0.01% 4623
2014
Q1 		$109K Sell
4,322
-988
-19% -$23.8K ﹤0.01% 4618
2013
Q4 		$126K Buy
5,310
+199
+4% +$5.33K ﹤0.01% 4447
2013
Q3 		$150K Sell
5,111
-530
-9% -$15K ﹤0.01% 4326
2013
Q2 		$177K Buy
+5,641
New +$159K ﹤0.01% 4182

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

Wells Fargo's MVO Position: Q1 2026 in Review

Wells Fargo held its MV Oil Trust (MVO) position steady in Q1 2026 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #7143.

Wells Fargo first reported a position in MVO in Q2 2013 and has held it in 49 quarters since. The position peaked at $177K in Q2 2013. 24 funds tracked by Wall St. Rank hold MVO as of Q1 2026.

  • Wells Fargo held 0 shares of MV Oil Trust worth $1 as of Q1 2026.
  • Wells Fargo left its MV Oil Trust share count unchanged in Q1 2026.
  • MV Oil Trust made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #7143 holding.
  • Wells Fargo first reported a position in MV Oil Trust in Q2 2013 and has held it in 49 quarters since.
  • Wells Fargo's MV Oil Trust position peaked at $177K in Q2 2013.
  • 24 funds tracked by Wall St. Rank held MV Oil Trust as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.