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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 $1.18M invested in MV Oil Trust in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

62% more capital invested

Capital invested by funds: $724K → $1.18M (+$451K)

0.08% more ownership

Funds ownership: 2.25%2.32% (+0.08%)

8% less funds holding

Funds holding: 2422 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
1
Symphony Financial
Texas
$316K +$47.1K +13,129 +21%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$278K -$717 -200 -0.3%
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$193K
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$144K
IIC
5
Integrated Investment Consultants
Michigan
$84K
VAG
6
VisionPoint Advisory Group
Texas
$72K
Osaic Holdings
7
Osaic Holdings
Arizona
$24K +$10.4K +2,895 +107%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13K +$8.96K +2,500 +385%
BlackRock
9
BlackRock
New York
$11K +$5.26K +1,468 +122%
UBS Group
10
UBS Group
Switzerland
$9K
Bank of America
11
Bank of America
North Carolina
$8K -$6.17K -1,722 -48%
Morgan Stanley
12
Morgan Stanley
New York
$7K +$4.39K +1,224 +306%
Wells Fargo
13
Wells Fargo
California
$4K -$7 -2 -0.2%
SFS
14
Sowell Financial Services
Arkansas
$4K
Group One Trading
15
Group One Trading
Illinois
$2K
HWA
16
HHM Wealth Advisors
Tennessee
$2K
WAS
17
Winch Advisory Services
Wisconsin
$2K +$93 +26 +6%
GRP
18
Global Retirement Partners
California
$1K
US Bancorp
19
US Bancorp
Minnesota
$1K
CS
20
Capital Square
Tennessee
-$21K -8,929 Closed
ASN
21
Advisory Services Network
Georgia
-$3K -1,399 Closed
CAN
22
Claraphi Advisory Network
United States
-$1K -227 Closed
Simplex Trading
23
Simplex Trading
Illinois
-$251 -70 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
+$4 +1 New
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
+$215 +60 New

MVO Hedge Fund Activity: Q2 2020 in Review

22 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q2 2020, worth a combined $1.18M — up 62% from $724K a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MVO and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.

The largest buyer was Symphony Financial, adding an estimated $47.1K. The largest seller was Capital Square, exiting entirely with an estimated $21K sold.

  • 22 institutional investors held MV Oil Trust (MVO) as of Q2 2020, down from 24 in Q1 2020.
  • Funds reported $1.18M of MV Oil Trust stock for Q2 2020, up 62% quarter-over-quarter.
  • 2 funds opened new MV Oil Trust positions in Q2 2020 and 4 closed out, a net change of -2 holders.
  • The largest MV Oil Trust buyer in Q2 2020 was Symphony Financial, an estimated $47.1K added.
  • The largest MV Oil Trust seller in Q2 2020 was Capital Square, an estimated $21K sold.

Based on aggregated 13F filings for Q2 2020.