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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 $1.66M invested in MV Oil Trust in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $1.2M → $1.66M (+$459K)

0.05% less ownership

Funds ownership: 3.09% → 3.04% (-0.05%)

12% less funds holding

Funds holding: 25 → 22 (-3)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
22
Holders Change
-3
Holders Change %
-12%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
5
Closed
4
Calls
$53K
Puts
–
Net Calls
+$53K
Net Calls Change
+$28K

Top Buyers

Rank Fund Capital Flow
1
SF
Symphony Financial
Texas
+$55.9K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$51.8K
3
Wells Fargo
Wells Fargo
California
+$35.4K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$23.1K
5
Bank of America
Bank of America
North Carolina
+$1.23K

Top Sellers

Rank Fund Capital Flow
1
VAG
VisionPoint Advisory Group
Texas
-$57K
2
Morgan Stanley
Morgan Stanley
New York
-$28.5K
3
UBS Group
UBS Group
Switzerland
-$20K
4
Osaic Holdings
Osaic Holdings
Arizona
-$18.4K
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$15.8K

MVO Hedge Fund Activity: Q1 2021 in Review

22 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q1 2021, worth a combined $1.66M — up 38% from $1.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MVO and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 4 added.

The largest buyer was Symphony Financial, adding an estimated $55.9K. The largest seller was VisionPoint Advisory Group, exiting entirely with an estimated $57K sold.

  • 22 institutional investors held MV Oil Trust (MVO) as of Q1 2021, down from 25 in Q4 2020.
  • Funds reported $1.66M of MV Oil Trust stock for Q1 2021, up 38% quarter-over-quarter.
  • 2 funds opened new MV Oil Trust positions in Q1 2021 and 4 closed out, a net change of -2 holders.
  • The largest MV Oil Trust buyer in Q1 2021 was Symphony Financial, an estimated $55.9K added.
  • The largest MV Oil Trust seller in Q1 2021 was VisionPoint Advisory Group, an estimated $57K sold.

Based on aggregated 13F filings for Q1 2021.