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MVO

MV Oil Trust
MVO

Delisted

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

20 hedge funds and large institutions have $2.39M invested in MV Oil Trust in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more funds holding

Funds holding: 1920 (+1)

0.4% less ownership

Funds ownership: 2.59%2.19% (-0.4%)

14% less capital invested

Capital invested by funds: $2.78M → $2.39M (-$392K)

46% less call options, than puts

Call options by funds: $104K | Put options by funds: $194K

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
4
Closed
4
Calls
$104K
Puts
$194K
Net Calls
-$90K
Net Calls Change
-$167K
Name Holding Trade Value Shares
Change
Change in
Stake
SF
1
Symphony Financial
Texas
$652K +$12K +1,302 +2%
SWM
2
Selective Wealth Management
Virginia
$370K -$185K -20,033 -35%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$296K +$5.09K +550 +2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$252K -$69.8K -7,546 -22%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$170K
UBS Group
6
UBS Group
Switzerland
$159K +$144K +15,580 +1,249%
RAG
7
RIA Advisory Group
Iowa
$119K +$116K +12,525 New
Morgan Stanley
8
Morgan Stanley
New York
$95.6K +$70.3K +7,598 +304%
BlackRock
9
BlackRock
New York
$65.7K -$192K -20,785 -75%
Group One Trading
10
Group One Trading
Illinois
$43.5K +$42.6K +4,600 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$39K +$9.25K +1,000 +32%
SC
12
SouthState Corp
Florida
$37.9K
Bank of America
13
Bank of America
North Carolina
$30.7K -$2.77K -300 -8%
CB
14
CNB Bank
Pennsylvania
$18.5K +$18.1K +1,953 New
Osaic Holdings
15
Osaic Holdings
Arizona
$15.7K +$139 +15 +0.9%
Simplex Trading
16
Simplex Trading
Illinois
$10K +$10.2K +1,103 New
NECFA
17
New England Capital Financial Advisors
Connecticut
$6.62K
WAS
18
Winch Advisory Services
Wisconsin
$3.78K +$3.7K +400 New
HI
19
Harbour Investments
Wisconsin
$946
Wells Fargo
20
Wells Fargo
California
$8
Marshall Wace
21
Marshall Wace
United Kingdom
-$307K -32,576 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$101K -10,678 Closed
Barclays
23
Barclays
United Kingdom
-$4.13K -438 Closed
Jones Financial Companies
24
Jones Financial Companies
Missouri
-$2.63K -279 Closed

MVO Hedge Fund Activity: Q3 2024 in Review

20 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q3 2024, worth a combined $2.39M — down 14% from $2.78M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MVO positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 4 trimmed.

The largest buyer was UBS Group, adding an estimated $144K. The largest seller was Marshall Wace, exiting entirely with an estimated $307K sold.

  • 20 institutional investors held MV Oil Trust (MVO) as of Q3 2024, up from 19 in Q2 2024.
  • Funds reported $2.39M of MV Oil Trust stock for Q3 2024, down 14% quarter-over-quarter.
  • 5 funds opened new MV Oil Trust positions in Q3 2024 and 4 closed out, a net change of +1 holder.
  • The largest MV Oil Trust buyer in Q3 2024 was UBS Group, an estimated $144K added.
  • The largest MV Oil Trust seller in Q3 2024 was Marshall Wace, an estimated $307K sold.

Based on aggregated 13F filings for Q3 2024.