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MVO
MV Oil Trust
Delisted
MVO was delisted on the 24th of July, 2026.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
AG
26
Advisor Group
Phoenix,
Arizona
| $1K | – | – | – |
|
| 27 |
27
US Bancorp
Minneapolis,
Minnesota
| $1K | – | – | – |
|
| 28 |
WAM
28
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $1K | +$1.06K | +200 | New |
|
| 29 |
WEC
29
Winslow Evans & Crocker
Boston,
Massachusetts
| $288 | – | – | – |
|
| 30 |
FWM
30
Frontier Wealth Management
Kansas City,
Missouri
| – | -$75K | -12,988 | Closed |
|
| 31 |
31
Creative Planning
Overland Park,
Kansas
| – | -$9K | -1,521 | Closed |
|