WAS
MVO

Winch Advisory Services’s MV Oil Trust MVO Stock Holding History

Winch Advisory 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
2024
Q4 		– Sell
-400
Closed -$3.78K – 557
2024
Q3 		$3.78K Buy
+400
New +$3.7K ﹤0.01% 333
2020
Q3 		– Sell
-433
Closed -$2K – 400
2020
Q2 		$2K Buy
433
+26
+6% +$93 ﹤0.01% 332
2020
Q1 		$1K Buy
407
+13
+3% +$61 ﹤0.01% 317
2019
Q4 		$2K Buy
394
+12
+3% +$77 ﹤0.01% 321
2019
Q3 		$3K Sell
382
-82
-18% -$620 ﹤0.01% 276
2019
Q2 		$4K Buy
464
+11
+2% +$90 ﹤0.01% 280
2019
Q1 		$4K Buy
453
+19
+4% +$146 ﹤0.01% 263
2018
Q4 		$3K Buy
434
+16
+4% +$144 ﹤0.01% 269
2018
Q3 		$5K Buy
418
+16
+4% +$170 ﹤0.01% 231
2018
Q2 		$4K Buy
402
+15
+4% +$140 ﹤0.01% 248
2018
Q1 		$3K Buy
387
+10
+3% +$80 ﹤0.01% 251
2017
Q4 		$3K Buy
377
+9
+2% +$56 ﹤0.01% 243
2017
Q3 		$2K Buy
368
+14
+4% +$74 ﹤0.01% 254
2017
Q2 		$2K Hold
354
– – ﹤0.01% 271
2017
Q1 		$2K Buy
354
+6
+2% +$39 ﹤0.01% 252
2016
Q4 		$2K Buy
348
+9
+3% +$53 ﹤0.01% 235
2016
Q3 		$2K Hold
339
– – ﹤0.01% 236
2016
Q2 		$2K Hold
339
– – ﹤0.01% 231
2016
Q1 		$2K Hold
339
– – ﹤0.01% 204
2015
Q4 		$2K Buy
339
+10
+3% +$63 ﹤0.01% 219
2015
Q3 		$2K Buy
329
+10
+3% +$70 ﹤0.01% 199
2015
Q2 		$3K Buy
319
+7
+2% +$81 ﹤0.01% 236
2015
Q1 		$5K Buy
+312
New +$4.79K ﹤0.01% 192
2014
Q4 		– Sell
-300
Closed -$8K – 134
2014
Q3 		$8K Buy
300
+100
+50% +$2.69K 0.01% 150
2014
Q2 		$6K Hold
200
– – ﹤0.01% 192
2014
Q1 		$5K Buy
+200
New +$4.81K ﹤0.01% 213

Other funds holding MVO

SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winch Advisory Services's MVO Position: Q4 2024 in Review

Winch Advisory Services sold out of MV Oil Trust (MVO) in Q4 2024, closing a stake of 400 shares — an estimated $3.78K sold.

Winch Advisory Services first reported a position in MVO in Q1 2014 and held it in 26 quarters. The position peaked at $8K in Q3 2014. 21 funds tracked by Wall St. Rank hold MVO as of Q4 2024.

  • Winch Advisory Services reported no remaining MV Oil Trust position as of Q4 2024 after selling out during the quarter.
  • Winch Advisory Services sold 400 MV Oil Trust shares in Q4 2024, an estimated $3.78K.
  • Winch Advisory Services first reported a position in MV Oil Trust in Q1 2014 and held it in 26 quarters.
  • Winch Advisory Services's MV Oil Trust position peaked at $8K in Q3 2014.
  • 21 funds tracked by Wall St. Rank held MV Oil Trust as of Q4 2024.

Based on Winch Advisory Services's 13F filing for Q4 2024, filed 14 Jan 2025.