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MVO

MV Oil Trust
MVO

Delisted

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

25 hedge funds and large institutions have $5.41M invested in MV Oil Trust in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

764% more call options, than puts

Call options by funds: $380K | Put options by funds: $44K

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

37% more capital invested

Capital invested by funds: $3.96M → $5.41M (+$1.45M)

19% more funds holding

Funds holding: 2125 (+4)

1.34% more ownership

Funds ownership: 2.59%3.93% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
4
Closed
2
Calls
$380K
Puts
$44K
Net Calls
+$336K
Net Calls Change
+$491K
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1
Significant Wealth Partners
Illinois
$1.27M +$1.29M +105,920 New
Morgan Stanley
2
Morgan Stanley
New York
$1.08M +$730K +59,891 +201%
SWM
3
Selective Wealth Management
Virginia
$798K -$49.9K -4,099 -6%
SF
4
Symphony Financial
Texas
$768K -$29.6K -2,429 -4%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$248K +$252K +20,647 New
RWA
6
Redhawk Wealth Advisors
Minnesota
$227K
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$216K
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$208K -$5.3K -435 -2%
BlackRock
9
BlackRock
New York
$157K
Wolverine Trading
10
Wolverine Trading
Illinois
$130K +$131K +10,779 New
Simplex Trading
11
Simplex Trading
Illinois
$80K +$43K +3,527 +110%
Bank of America
12
Bank of America
North Carolina
$54.7K +$6.09K +500 +12%
SC
13
SouthState Corp
Florida
$47.9K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$26K +$17.7K +1,450 +207%
CAM
15
Creekmur Asset Management
Illinois
$23.5K +$23.9K +1,959 New
HNB
16
Huntington National Bank
Ohio
$19.2K +$19.5K +1,600 New
UBS Group
17
UBS Group
Switzerland
$15K
PA
18
PSI Advisors
Florida
$12K
US Bancorp
19
US Bancorp
Minnesota
$12K
NECFA
20
New England Capital Financial Advisors
Connecticut
$8.41K
Osaic Holdings
21
Osaic Holdings
Arizona
$6.42K -$5.68K -466 -47%
BWM
22
Baystate Wealth Management
Massachusetts
$6.01K +$6.09K +500 New
HI
23
Harbour Investments
Wisconsin
$1.2K
MHR
24
Matthew Hamilton Rosenberg
$1.2K
Wells Fargo
25
Wells Fargo
California
$10

MVO Hedge Fund Activity: Q4 2023 in Review

25 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q4 2023, worth a combined $5.41M — up 37% from $3.96M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MVO positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $730K. The largest seller was Citadel Advisors, exiting entirely with an estimated $453K sold.

  • 25 institutional investors held MV Oil Trust (MVO) as of Q4 2023, up from 21 in Q3 2023.
  • Funds reported $5.41M of MV Oil Trust stock for Q4 2023, up 37% quarter-over-quarter.
  • 6 funds opened new MV Oil Trust positions in Q4 2023 and 2 closed out, a net change of +4 holders.
  • The largest MV Oil Trust buyer in Q4 2023 was Morgan Stanley, an estimated $730K added.
  • The largest MV Oil Trust seller in Q4 2023 was Citadel Advisors, an estimated $453K sold.

Based on aggregated 13F filings for Q4 2023.