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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 $982K invested in MV Oil Trust in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.66% less ownership

Funds ownership: 2.21%1.55% (-0.66%)

5% less funds holding

Funds holding: 2120 (-1)

51% less capital invested

Capital invested by funds: $2.01M → $982K (-$1.02M)

79% less call options, than puts

Call options by funds: $52K | Put options by funds: $247K

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
3
Closed
4
Calls
$52K
Puts
$247K
Net Calls
-$195K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$172K +$3.27K +535 +2%
SWM
2
Selective Wealth Management
Virginia
$164K -$18.2K -2,977 -10%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$127K +$18.1K +2,958 +14%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$97K
GCP
5
GSA Capital Partners
United Kingdom
$94K +$106K +17,421 New
BlackRock
6
BlackRock
New York
$82.1K -$25.7K -4,204 -22%
Group One Trading
7
Group One Trading
Illinois
$59.7K +$34.6K +5,660 +105%
UBS Group
8
UBS Group
Switzerland
$46.3K +$26.6K +4,363 +103%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$33K +$18.3K +3,000 +95%
Citadel Advisors
10
Citadel Advisors
Florida
$31.1K +$35.2K +5,764 New
Bank of America
11
Bank of America
North Carolina
$21.3K
SC
12
SouthState Corp
Florida
$21.3K
Osaic Holdings
13
Osaic Holdings
Arizona
$10.3K +$403 +66 +4%
Morgan Stanley
14
Morgan Stanley
New York
$10K +$3.54K +580 +46%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$4.25K -$6 -1 -0.1%
NECFA
16
New England Capital Financial Advisors
Connecticut
$3.78K
IWM
17
Inlight Wealth Management
Georgia
$2.7K +$3.05K +500 New
GWSG
18
GPS Wealth Strategies Group
Colorado
$1.62K +$1.83K +300 New
HI
19
Harbour Investments
Wisconsin
$540
Wells Fargo
20
Wells Fargo
California
$5
SF
21
Symphony Financial
Texas
-$474K -65,976 Closed
Marshall Wace
22
Marshall Wace
United Kingdom
-$301K -37,434 Closed
Simplex Trading
23
Simplex Trading
Illinois
-$36.6K -5,992 Closed
NWWA
24
New Wave Wealth Advisors
Arkansas
-$8.01K -1,000 Closed

MVO Hedge Fund Activity: Q1 2025 in Review

20 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q1 2025, worth a combined $982K — down 51% from $2.01M a quarter earlier.

Fund positioning in MVO was balanced in Q1 2025: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 3 trimmed.

The largest buyer was GSA Capital Partners, opening a new position worth an estimated $106K. The largest seller was Symphony Financial, exiting entirely with an estimated $474K sold.

  • 20 institutional investors held MV Oil Trust (MVO) as of Q1 2025, down from 21 in Q4 2024.
  • Funds reported $982K of MV Oil Trust stock for Q1 2025, down 51% quarter-over-quarter.
  • 4 funds opened new MV Oil Trust positions in Q1 2025 and 4 closed out, a net change of 0 holders.
  • The largest MV Oil Trust buyer in Q1 2025 was GSA Capital Partners, an estimated $106K added.
  • The largest MV Oil Trust seller in Q1 2025 was Symphony Financial, an estimated $474K sold.

Based on aggregated 13F filings for Q1 2025.