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MVO

MV Oil Trust
MVO

Delisted

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

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22 hedge funds and large institutions have $660K invested in MV Oil Trust in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 22 → 22 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.2% less ownership

Funds ownership: 2.32% → 2.13% (-0.2%)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

44% less capital invested

Capital invested by funds: $1.18M → $660K (-$515K)

Holders
22
Holders Change
–
Holders Change %
0%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$18K
2
SC
SouthState Corp
Florida
+$11.8K
3
MFT
Moisand Fitzgerald Tamayo
Florida
+$4.56K
4
ASN
Advisory Services Network
Georgia
+$4.37K
5
Wells Fargo
Wells Fargo
California
+$3

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$56.5K
2
SF
Symphony Financial
Texas
-$39K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.36K
4
WAS
Winch Advisory Services
Wisconsin
-$2K
5
Group One Trading
Group One Trading
Illinois
-$1.43K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$144K – – –
SF
2
Symphony Financial
Texas
$142K -$39K -13,242 -18%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$107K -$56.5K -19,196 -29%
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$105K – – –
VAG
5
VisionPoint Advisory Group
Texas
$48K – – –
IIC
6
Integrated Investment Consultants
Michigan
$46K – – –
UBS Group
7
UBS Group
Switzerland
$19K +$18K +6,104 +284%
Osaic Holdings
8
Osaic Holdings
Arizona
$12K – – –
SC
9
SouthState Corp
Florida
$9K +$11.8K +4,000 New
BlackRock
10
BlackRock
New York
$6K – – –
Bank of America
11
Bank of America
North Carolina
$4K – – –
Morgan Stanley
12
Morgan Stanley
New York
$4K – – –
MFT
13
Moisand Fitzgerald Tamayo
Florida
$4K +$4.56K +1,548 New
ASN
14
Advisory Services Network
Georgia
$3K +$4.37K +1,485 New
SFS
15
Sowell Financial Services
Arkansas
$2K – – –
Wells Fargo
16
Wells Fargo
California
$2K +$3 +1 +0.1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1K -$7.36K -2,500 -79%
GRP
18
Global Retirement Partners
California
$1K – – –
HWA
19
HHM Wealth Advisors
Tennessee
$1K – – –
Group One Trading
20
Group One Trading
Illinois
– -$1.43K -487 Closed
WAS
21
Winch Advisory Services
Wisconsin
– -$2K -433 Closed

MVO Hedge Fund Activity: Q3 2020 in Review

22 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q3 2020, worth a combined $660K — down 44% from $1.18M a quarter earlier.

Fund positioning in MVO was balanced in Q3 2020: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 3 trimmed.

The largest buyer was UBS Group, adding an estimated $18K. The largest seller was Arrowstreet Capital, cutting an estimated $56.5K.

  • 22 institutional investors held MV Oil Trust (MVO) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $660K of MV Oil Trust stock for Q3 2020, down 44% quarter-over-quarter.
  • 3 funds opened new MV Oil Trust positions in Q3 2020 and 3 closed out, a net change of 0 holders.
  • The largest MV Oil Trust buyer in Q3 2020 was UBS Group, an estimated $18K added.
  • The largest MV Oil Trust seller in Q3 2020 was Arrowstreet Capital, an estimated $56.5K sold.

Based on aggregated 13F filings for Q3 2020.