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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 $614K invested in MV Oil Trust in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

5% more funds holding

Funds holding: 2223 (+1)

1.23% more ownership

Funds ownership: 3.01%4.24% (+1.2%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

68% less capital invested

Capital invested by funds: $1.95M → $614K (-$1.33M)

75% less call options, than puts

Call options by funds: $20K | Put options by funds: $80K

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
6
Closed
5
Calls
$20K
Puts
$80K
Net Calls
-$60K
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$128K +$277K +84,776 +452%
SF
2
Symphony Financial
Texas
$85.6K +$4.31K +1,319 +2%
Group One Trading
3
Group One Trading
Illinois
$70.4K +$186K +56,779 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$60.9K +$1.22K +373 +0.8%
XT
5
XTX Topco
Cayman Islands
$45.1K +$119K +36,352 New
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$35K +$93.5K +28,605 New
SWM
7
Selective Wealth Management
Virginia
$33.7K -$21.3K -6,526 -30%
GCP
8
GSA Capital Partners
United Kingdom
$29K +$37.2K +11,390 +92%
HF
9
HRT Financial
New York
$28K +$76.3K +23,340 New
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$16K -$16.3K -5,000 -28%
TSS
11
Two Sigma Securities
New York
$15.1K +$39.8K +12,179 New
Cerity Partners
12
Cerity Partners
New York
$14.2K
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$13K -$67.2K -20,575 -66%
AF
14
Allworth Financial
California
$11.6K
Morgan Stanley
15
Morgan Stanley
New York
$9.05K -$174K -53,131 -88%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.58K +$12.1K +3,700 +463%
SC
17
SouthState Corp
Florida
$4.8K
Bank of America
18
Bank of America
North Carolina
$4.03K
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.43K -$5.13K -1,571 -58%
GAFA
20
Garton & Associates Financial Advisors
Kentucky
$1.06K +$2.83K +865 New
UBS Group
21
UBS Group
Switzerland
$926 -$487 -149 -17%
NECFA
22
New England Capital Financial Advisors
Connecticut
$868
IWM
23
Inlight Wealth Management
Georgia
$610
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
-$97K -17,313 Closed
Marshall Wace
25
Marshall Wace
United Kingdom
-$74.6K -13,274 Closed

MVO Hedge Fund Activity: Q4 2025 in Review

23 of the 8,227 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q4 2025, worth a combined $614K — down 68% from $1.95M a quarter earlier.

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

The largest buyer was Citadel Advisors, adding an estimated $277K. The largest seller was Morgan Stanley, cutting an estimated $174K.

  • 23 institutional investors held MV Oil Trust (MVO) as of Q4 2025, up from 22 in Q3 2025.
  • Funds reported $614K of MV Oil Trust stock for Q4 2025, down 68% quarter-over-quarter.
  • 6 funds opened new MV Oil Trust positions in Q4 2025 and 5 closed out, a net change of +1 holder.
  • The largest MV Oil Trust buyer in Q4 2025 was Citadel Advisors, an estimated $277K added.
  • The largest MV Oil Trust seller in Q4 2025 was Morgan Stanley, an estimated $174K sold.

Based on aggregated 13F filings for Q4 2025.