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MVO

MV Oil Trust
MVO

Delisted

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

24 hedge funds and large institutions have $3.99M invested in MV Oil Trust in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

43% more capital invested

Capital invested by funds: $2.79M → $3.99M (+$1.2M)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

14% more funds holding

Funds holding: 2124 (+3)

0.61% more ownership

Funds ownership: 2.06%2.68% (+0.61%)

56% less call options, than puts

Call options by funds: $589K | Put options by funds: $1.35M

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
3
Closed
4
Calls
$589K
Puts
$1.35M
Net Calls
-$765K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1
Selective Wealth Management
Virginia
$1.09M +$966K +80,343 New
SF
2
Symphony Financial
Texas
$870K -$124K -10,349 -13%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$374K -$254K -21,114 -42%
RWA
4
Redhawk Wealth Advisors
Minnesota
$291K
Citadel Advisors
5
Citadel Advisors
Florida
$236K +$222K +18,472 New
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$230K
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$213K +$79.7K +6,623 +66%
RAG
8
RIA Advisory Group
Iowa
$153K
BlackRock
9
BlackRock
New York
$118K
Morgan Stanley
10
Morgan Stanley
New York
$65.2K +$7.23K +601 +13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$54K +$42.1K +3,500 +500%
Bank of America
12
Bank of America
North Carolina
$51.7K +$33.1K +2,750 +212%
SC
13
SouthState Corp
Florida
$50.6K
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$48.2K +$45.4K +3,775 New
Group One Trading
15
Group One Trading
Illinois
$47.3K +$44.5K +3,703 New
PA
16
PSI Advisors
Florida
$30K -$4.81K -400 -15%
VAG
17
VisionPoint Advisory Group
Texas
$19K +$18K +1,500 New
Osaic Holdings
18
Osaic Holdings
Arizona
$12.8K
US Bancorp
19
US Bancorp
Minnesota
$12.8K +$12K +1,000 New
UBS Group
20
UBS Group
Switzerland
$10.8K
NECFA
21
New England Capital Financial Advisors
Connecticut
$8.94K
HI
22
Harbour Investments
Wisconsin
$1.28K
MHR
23
Matthew Hamilton Rosenberg
$1.28K
Wells Fargo
24
Wells Fargo
California
$10 +$12 +1 New
Marshall Wace
25
Marshall Wace
United Kingdom
-$181K -15,240 Closed

MVO Hedge Fund Activity: Q2 2023 in Review

24 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q2 2023, worth a combined $3.99M — up 43% from $2.79M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MVO positions and 4 closed out — a net gain of 3 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $222K. The largest seller was Susquehanna International Group, cutting an estimated $254K.

  • 24 institutional investors held MV Oil Trust (MVO) as of Q2 2023, up from 21 in Q1 2023.
  • Funds reported $3.99M of MV Oil Trust stock for Q2 2023, up 43% quarter-over-quarter.
  • 7 funds opened new MV Oil Trust positions in Q2 2023 and 4 closed out, a net change of +3 holders.
  • The largest MV Oil Trust buyer in Q2 2023 was Citadel Advisors, an estimated $222K added.
  • The largest MV Oil Trust seller in Q2 2023 was Susquehanna International Group, an estimated $254K sold.

Based on aggregated 13F filings for Q2 2023.