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MVO

MV Oil Trust
MVO

Delisted

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

23 hedge funds and large institutions have $1.78M invested in MV Oil Trust in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

81% more capital invested

Capital invested by funds: $982K → $1.78M (+$797K)

15% more funds holding

Funds holding: 2023 (+3)

1.13% more ownership

Funds ownership: 1.55%2.68% (+1.1%)

22% less call options, than puts

Call options by funds: $260K | Put options by funds: $332K

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
7
Closed
3
Calls
$260K
Puts
$332K
Net Calls
-$72K
Net Calls Change
+$123K
Name Holding Trade Value Shares
Change
Change in
Stake
SF
1
Symphony Financial
Texas
$396K +$397K +68,446 New
GCP
2
GSA Capital Partners
United Kingdom
$252K +$153K +26,323 +151%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$182K -$1.93K -333 -1%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$170K +$34.6K +5,961 +25%
SWM
5
Selective Wealth Management
Virginia
$139K -$16.1K -2,775 -10%
Morgan Stanley
6
Morgan Stanley
New York
$138K +$128K +22,039 +1,191%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$104K
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$92K +$92.3K +15,910 New
Marshall Wace
9
Marshall Wace
United Kingdom
$88K +$88.6K +15,270 New
Group One Trading
10
Group One Trading
Illinois
$55.6K -$8.12K -1,400 -13%
AF
11
Allworth Financial
California
$54.9K +$55.3K +9,542 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$29K -$6.67K -1,150 -19%
SC
13
SouthState Corp
Florida
$22.6K
Bank of America
14
Bank of America
North Carolina
$19.9K -$2.91K -501 -13%
Simplex Trading
15
Simplex Trading
Illinois
$17K +$17.9K +3,083 New
GWSG
16
GPS Wealth Strategies Group
Colorado
$5.76K +$4.06K +700 +233%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.61K -$6.38K -1,100 -58%
NECFA
18
New England Capital Financial Advisors
Connecticut
$4.03K
IWM
19
Inlight Wealth Management
Georgia
$2.88K
UBS Group
20
UBS Group
Switzerland
$2K -$47.8K -8,235 -96%
HI
21
Harbour Investments
Wisconsin
$576
Raymond James Financial
22
Raymond James Financial
Florida
$518 +$522 +90 New
Wells Fargo
23
Wells Fargo
California
$5
BlackRock
24
BlackRock
New York
-$82.1K -15,211 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-$33.4K -5,764 Closed

MVO Hedge Fund Activity: Q2 2025 in Review

23 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q2 2025, worth a combined $1.78M — up 81% from $982K a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MVO positions and 3 closed out — a net gain of 3 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Symphony Financial, opening a new position worth an estimated $397K. The largest seller was BlackRock, exiting entirely with an estimated $82.1K sold.

  • 23 institutional investors held MV Oil Trust (MVO) as of Q2 2025, up from 20 in Q1 2025.
  • Funds reported $1.78M of MV Oil Trust stock for Q2 2025, up 81% quarter-over-quarter.
  • 6 funds opened new MV Oil Trust positions in Q2 2025 and 3 closed out, a net change of +3 holders.
  • The largest MV Oil Trust buyer in Q2 2025 was Symphony Financial, an estimated $397K added.
  • The largest MV Oil Trust seller in Q2 2025 was BlackRock, an estimated $82.1K sold.

Based on aggregated 13F filings for Q2 2025.