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MVO

MV Oil Trust

24 hedge funds and large institutions have $820K invested in MV Oil Trust in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $614K → $820K (+$205K)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

4% more funds holding

Funds holding: 2324 (+1)

10% less call options, than puts

Call options by funds: $65K | Put options by funds: $72K

1.09% less ownership

Funds ownership: 4.24%3.15% (-1.1%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
6
Closed
7
Calls
$65K
Puts
$72K
Net Calls
-$7K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
SF
1
Symphony Financial
Texas
$165K +$4.84K +2,578 +4%
Bank of America
2
Bank of America
North Carolina
$126K +$98.6K +52,458 +1,614%
Jane Street
3
Jane Street
New York
$77.7K +$64.6K +34,385 New
XT
4
XTX Topco
Cayman Islands
$76.9K -$4.33K -2,304 -6%
HF
5
HRT Financial
New York
$54K +$1.14K +604 +3%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$45K -$15.6K -8,289 -29%
Citadel Advisors
7
Citadel Advisors
Florida
$44.8K -$157K -83,681 -81%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$42.6K -$56.9K -30,281 -62%
MGAM
9
McGowan Group Asset Management
Texas
$42.1K +$35K +18,609 New
SWM
10
Selective Wealth Management
Virginia
$32.8K -$3.95K -2,100 -14%
AF
11
Allworth Financial
California
$32.4K +$9.4K +5,000 +52%
Cerity Partners
12
Cerity Partners
New York
$25.9K
JIP
13
Jaffetilchin Investment Partners
Florida
$22.6K +$18.8K +10,000 New
Osaic Holdings
14
Osaic Holdings
Arizona
$10.2K
SC
15
SouthState Corp
Florida
$8.78K
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$2.81K +$165 +88 +8%
Morgan Stanley
17
Morgan Stanley
New York
$2.26K -$11.8K -6,301 -86%
IA
18
IFP Advisors
Florida
$2.26K +$1.88K +1,000 New
HI
19
Harbour Investments
Wisconsin
$1.81K +$1.5K +800 New
UBS Group
20
UBS Group
Switzerland
$1.69K
NECFA
21
New England Capital Financial Advisors
Connecticut
$1.58K
NA
22
NewEdge Advisors
Louisiana
$90 +$75 +40 New
CIAM
23
Caitong International Asset Management
Hong Kong
$2 +$2 +1 New
Wells Fargo
24
Wells Fargo
California
$1
ASN
25
Advisory Services Network
Georgia
$1 +$2 +1 New

MVO Hedge Fund Activity: Q1 2026 in Review

24 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in MV Oil Trust (MVO) for Q1 2026, worth a combined $820K — up 33% from $614K a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MVO positions and 7 closed out — a net gain of 1 holder — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Bank of America, adding an estimated $98.6K. The largest seller was Citadel Advisors, cutting an estimated $157K.

  • 24 institutional investors held MV Oil Trust (MVO) as of Q1 2026, up from 23 in Q4 2025.
  • Funds reported $820K of MV Oil Trust stock for Q1 2026, up 33% quarter-over-quarter.
  • 8 funds opened new MV Oil Trust positions in Q1 2026 and 7 closed out, a net change of +1 holder.
  • The largest MV Oil Trust buyer in Q1 2026 was Bank of America, an estimated $98.6K added.
  • The largest MV Oil Trust seller in Q1 2026 was Citadel Advisors, an estimated $157K sold.

Based on aggregated 13F filings for Q1 2026.