MV Oil Trust
MVO
MVO was delisted on the 24th of July, 2026.
30 hedge funds and large institutions have $13.1M invested in MV Oil Trust in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
50% more call options, than puts
Call options by funds: $39K | Put options by funds: $26K
7% more funds holding
Funds holding: 28 → 30 (+2)
0.11% more ownership
Funds ownership: 4.23% → 4.34% (+0.11%)
7% less capital invested
Capital invested by funds: $14M → $13.1M (-$958K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
HL Financial Services
Louisville,
Kentucky
|
+$337K |
| 2 |
BIM
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
+$86.1K |
| 3 |
LPL Financial
San Diego,
California
|
+$83.7K |
| 4 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
+$42.2K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$40.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNB
City National Bank
Beverly Hills,
California
|
-$216K |
| 2 |
ANTB
AMG National Trust Bank
Greenwood Village,
Colorado
|
-$95.3K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$23.6K |
| 4 |
USGIU
U.S. Global Investors (USGI)
San Antonio,
Texas
|
-$18.8K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
USGIU
26
U.S. Global Investors (USGI)
San Antonio,
Texas
| $10K | -$18.8K | -700 | -64% |
|
|
WAS
27
Winch Advisory Services
Appleton,
Wisconsin
| $8K | +$2.69K | +100 | +50% |
|
|
WEC
28
Winslow Evans & Crocker
Boston,
Massachusetts
| $5.23K | – | – | – |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $5K | +$5.38K | +200 | New |
|
30
Fifth Third Bancorp
Cincinnati,
Ohio
| $1K | – | – | – |
|
|
CNB
31
City National Bank
Beverly Hills,
California
| – | -$216K | -7,500 | Closed |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| – | -$3K | -91 | Closed |
|
MVO Hedge Fund Activity: Q3 2014 in Review
30 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q3 2014, worth a combined $13.1M — down 6.8% from $14M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MVO positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was HL Financial Services, opening a new position worth an estimated $337K. The largest seller was City National Bank, exiting entirely with an estimated $216K sold.
- 30 institutional investors held MV Oil Trust (MVO) as of Q3 2014, up from 28 in Q2 2014.
- Funds reported $13.1M of MV Oil Trust stock for Q3 2014, down 6.8% quarter-over-quarter.
- 4 funds opened new MV Oil Trust positions in Q3 2014 and 2 closed out, a net change of +2 holders.
- The largest MV Oil Trust buyer in Q3 2014 was HL Financial Services, an estimated $337K added.
- The largest MV Oil Trust seller in Q3 2014 was City National Bank, an estimated $216K sold.
Based on aggregated 13F filings for Q3 2014.