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MVO

MV Oil Trust
MVO

Delisted

MVO was delisted on the 24th of July, 2026.

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36 hedge funds and large institutions have $9.37M invested in MV Oil Trust in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

20% more funds holding

Funds holding: 30 → 36 (+6)

1.23% more ownership

Funds ownership: 4.34% → 5.57% (+1.2%)

28% less capital invested

Capital invested by funds: $13.1M → $9.37M (-$3.68M)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

81% less call options, than puts

Call options by funds: $59K | Put options by funds: $303K

Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
7
Reduced
10
Closed
5
Calls
$59K
Puts
$303K
Net Calls
-$244K
Net Calls Change
-$257K

Top Buyers

Rank Fund Capital Flow
1
BIM
Bridgecreek Investment Management
Oklahoma
+$1.37M
2
GCP
GSA Capital Partners
United Kingdom
+$577K
3
Deutsche Bank
Deutsche Bank
Germany
+$527K
4
Renaissance Technologies
Renaissance Technologies
New York
+$285K
5
SIC
Shoker Investment Counsel
Ohio
+$256K

Top Sellers

Rank Fund Capital Flow
1
HFS
HL Financial Services
Kentucky
-$328K
2
TYCC
Texas Yale Capital Corp
Florida
-$284K
3
LPL Financial
LPL Financial
California
-$153K
4
Wells Fargo
Wells Fargo
California
-$82K
5
Bank of America
Bank of America
North Carolina
-$52.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
26
Kessler Investment Group
Indiana
$8K -$922 -45 -7%
First Manhattan
27
First Manhattan
New York
$7K – – –
EWM
28
Evercore Wealth Management
New York
$7K +$10.2K +500 New
USGIU
29
U.S. Global Investors (USGI)
Texas
$6K – – –
NPC
30
National Planning Corporation
California
$4.16K +$5.47K +267 New
Citigroup
31
Citigroup
New York
$3K -$9.68K -472 -67%
NFG
32
Next Financial Group
Texas
$3K – – –
WEC
33
Winslow Evans & Crocker
Massachusetts
$2.91K – – –
Wells Fargo
34
Wells Fargo
California
$1K -$82K -4,000 -99%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$1K – – –
BRWA
36
B. Riley Wealth Advisors
Florida
$9 +$13.1K +640 New
HFS
37
HL Financial Services
Kentucky
– -$328K -12,532 Closed
Ameriprise
38
Ameriprise
Minnesota
– -$31K -1,203 Closed
PFO
39
Pathstone Family Office
New Jersey
– -$26K -1,000 Closed
OCM
40
One Capital Management
California
– -$21K -790 Closed
WAS
41
Winch Advisory Services
Wisconsin
– -$8K -300 Closed
1
2

MVO Hedge Fund Activity: Q4 2014 in Review

36 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q4 2014, worth a combined $9.37M — down 28% from $13.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MVO positions and 5 closed out — a net gain of 7 holders — while 7 added to existing stakes and 10 trimmed.

The largest buyer was Bridgecreek Investment Management, adding an estimated $1.37M. The largest seller was HL Financial Services, exiting entirely with an estimated $328K sold.

  • 36 institutional investors held MV Oil Trust (MVO) as of Q4 2014, up from 30 in Q3 2014.
  • Funds reported $9.37M of MV Oil Trust stock for Q4 2014, down 28% quarter-over-quarter.
  • 12 funds opened new MV Oil Trust positions in Q4 2014 and 5 closed out, a net change of +7 holders.
  • The largest MV Oil Trust buyer in Q4 2014 was Bridgecreek Investment Management, an estimated $1.37M added.
  • The largest MV Oil Trust seller in Q4 2014 was HL Financial Services, an estimated $328K sold.

Based on aggregated 13F filings for Q4 2014.