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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 |
PCG
26
Private Capital Group
West Hartford,
Connecticut
| $4K | +$2.88K | +460 | New |
|
| 27 |
WAS
27
Winch Advisory Services
Appleton,
Wisconsin
| $3K | +$56 | +9 | +2% |
|
| 28 |
28
US Bancorp
Minneapolis,
Minnesota
| $2K | -$125 | -20 | -10% |
|
| 29 |
AG
29
Advisor Group
Phoenix,
Arizona
| $1K | – | – | – |
|
| 30 |
KIG
30
Kessler Investment Group
Columbus,
Indiana
| $1K | – | – | – |
|
| 31 |
RFC
31
Regions Financial Corp
Birmingham,
Alabama
| $1K | +$626 | +100 | New |
|
| 32 |
WEC
32
Winslow Evans & Crocker
Boston,
Massachusetts
| $420 | – | – | – |
|
| 33 |
FCH
33
Freestone Capital Holdings
Seattle,
Washington
| – | -$208K | -36,130 | Closed |
|
| 34 |
34
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$161K | -28,100 | Closed |
|
| 35 |
35
Renaissance Technologies
New York
| – | -$162K | -28,100 | Closed |
|
| 36 |
36
First Manhattan
New York
| – | -$2K | -500 | Closed |
|
| 37 |
IA
37
IFP Advisors
Tampa,
Florida
| – | -$2K | -400 | Closed |
|
| 38 |
WAM
38
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$1K | -200 | Closed |
|
| 39 |
39
CIBC Private Wealth Group
Atlanta,
Georgia
| – | +$313 | +50 | New |
|