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MVO

MV Oil Trust
MVO

Delisted

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

22 hedge funds and large institutions have $3.01M invested in MV Oil Trust in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

6.53% less ownership

Funds ownership: 10.65%4.13% (-6.5%)

8% less funds holding

Funds holding: 2422 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

68% less capital invested

Capital invested by funds: $9.31M → $3.01M (-$6.3M)

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$855K +$847K +132,923 +3,798%
BRWA
2
B. Riley Wealth Advisors
Florida
$510K +$268K +42,100 +107%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$443K -$40.2K -6,300 -8%
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$339K
TAM
5
Tocqueville Asset Management
New York
$251K
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$144K
VAG
7
VisionPoint Advisory Group
Texas
$133K
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$132K +$135K +21,097 New
IIC
9
Integrated Investment Consultants
Michigan
$125K
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$16K
Morgan Stanley
11
Morgan Stanley
New York
$15K
UBS Group
12
UBS Group
Switzerland
$13K -$21.8K -3,424 -61%
ASN
13
Advisory Services Network
Georgia
$8K -$2.61K -409 -23%
SFS
14
Sowell Financial Services
Arkansas
$6K
Wells Fargo
15
Wells Fargo
California
$6K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5K
Group One Trading
17
Group One Trading
Illinois
$3K
GRP
18
Global Retirement Partners
California
$2K
WEC
19
Winslow Evans & Crocker
Massachusetts
$2K
WAS
20
Winch Advisory Services
Wisconsin
$2K +$77 +12 +3%
AG
21
Advisor Group
Arizona
$1K
US Bancorp
22
US Bancorp
Minnesota
$1K
RA
23
RR Advisors
Texas
-$7.1M -936,000 Closed
QCIG
24
Quad-Cities Investment Group
Iowa
-$6K -700 Closed
VFA
25
Valeo Financial Advisors
Indiana
-$1K -100 Closed

MVO Hedge Fund Activity: Q4 2019 in Review

22 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q4 2019, worth a combined $3.01M — down 68% from $9.31M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of MVO and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 3 added.

The largest buyer was Bank of America, adding an estimated $847K. The largest seller was RR Advisors, exiting entirely with an estimated $7.1M sold.

  • 22 institutional investors held MV Oil Trust (MVO) as of Q4 2019, down from 24 in Q3 2019.
  • Funds reported $3.01M of MV Oil Trust stock for Q4 2019, down 68% quarter-over-quarter.
  • 1 fund opened new MV Oil Trust positions in Q4 2019 and 3 closed out, a net change of -2 holders.
  • The largest MV Oil Trust buyer in Q4 2019 was Bank of America, an estimated $847K added.
  • The largest MV Oil Trust seller in Q4 2019 was RR Advisors, an estimated $7.1M sold.

Based on aggregated 13F filings for Q4 2019.