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MVO

MV Oil Trust
MVO

Delisted

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

21 hedge funds and large institutions have $2.79M invested in MV Oil Trust in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

1.45% less ownership

Funds ownership: 3.51%2.06% (-1.5%)

34% less funds holding

Funds holding: 3221 (-11)

55% less capital invested

Capital invested by funds: $6.22M → $2.79M (-$3.42M)

82% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 11

83% less call options, than puts

Call options by funds: $197K | Put options by funds: $1.18M

Holders
21
Holders Change
-11
Holders Change %
-34.38%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
5
Closed
11
Calls
$197K
Puts
$1.18M
Net Calls
-$983K
Net Calls Change
-$631K
Name Holding Trade Value Shares
Change
Change in
Stake
SF
1
Symphony Financial
Texas
$912K +$491 +37 +0%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$598K +$450K +33,901 +205%
RWA
3
Redhawk Wealth Advisors
Minnesota
$272K +$478 +36 +0.2%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$214K
Marshall Wace
5
Marshall Wace
United Kingdom
$181K +$202K +15,240 New
RAG
6
RIA Advisory Group
Iowa
$142K
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$119K -$92.1K -6,941 -41%
BlackRock
8
BlackRock
New York
$110K +$14.3K +1,078 +13%
Morgan Stanley
9
Morgan Stanley
New York
$53.4K -$584K -43,995 -91%
SC
10
SouthState Corp
Florida
$47.2K
PA
11
PSI Advisors
Florida
$32.6K +$13.3K +1,000 +57%
ASN
12
Advisory Services Network
Georgia
$26.5K +$743 +56 +3%
WAM
13
Worth Asset Management
Texas
$25.4K -$27.3K -2,060 -49%
Bank of America
14
Bank of America
North Carolina
$15.4K
Osaic Holdings
15
Osaic Holdings
Arizona
$11.9K -$26.6K -2,005 -67%
UBS Group
16
UBS Group
Switzerland
$10K -$11.7K -883 -51%
NECFA
17
New England Capital Financial Advisors
Connecticut
$8.3K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8K +$9.29K +700 New
DWA
19
Delos Wealth Advisors
Texas
$1.96K
HI
20
Harbour Investments
Wisconsin
$1.19K
MHR
21
Matthew Hamilton Rosenberg
$1.19K
Wells Fargo
22
Wells Fargo
California
$10 -$13 -1 Closed
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
-$397K -24,337 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-$249K -18,721 Closed
MGAM
25
McGowan Group Asset Management
Texas
-$204K -12,497 Closed

MVO Hedge Fund Activity: Q1 2023 in Review

21 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q1 2023, worth a combined $2.79M — down 55% from $6.22M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of MVO and 2 opened new positions — a net loss of 9 holders — while 5 trimmed existing stakes and 6 added.

The largest buyer was Susquehanna International Group, adding an estimated $450K. The largest seller was Morgan Stanley, cutting an estimated $584K.

  • 21 institutional investors held MV Oil Trust (MVO) as of Q1 2023, down from 32 in Q4 2022.
  • Funds reported $2.79M of MV Oil Trust stock for Q1 2023, down 55% quarter-over-quarter.
  • 2 funds opened new MV Oil Trust positions in Q1 2023 and 11 closed out, a net change of -9 holders.
  • The largest MV Oil Trust buyer in Q1 2023 was Susquehanna International Group, an estimated $450K added.
  • The largest MV Oil Trust seller in Q1 2023 was Morgan Stanley, an estimated $584K sold.

Based on aggregated 13F filings for Q1 2023.