MVO

MV Oil Trust

22 hedge funds and large institutions have $1.62M invested in MV Oil Trust in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
22
Holders Change
+2
Holders Change %
+10%
% 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
3
Reduced
7
Closed
3
Calls
$42K
Puts
$270K
Net Calls
-$228K
Net Calls Change
-$33K
Name Market Value Shares Shares
Change
Shares
Change %
SF
1
Symphony Financial
Texas
$396K 68,446 +68,446 New
GCP
2
GSA Capital Partners
United Kingdom
$252K 43,744 +26,323 +151%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$182K 31,548 -333 -1%
SWM
4
Selective Wealth Management
Virginia
$139K 23,721 -2,775 -10%
Morgan Stanley
5
Morgan Stanley
New York
$138K 23,890 +22,039 +1,191%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$104K 18,000
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$92K 15,910 +15,910 New
Marshall Wace
8
Marshall Wace
United Kingdom
$88K 15,270 +15,270 New
Group One Trading
9
Group One Trading
Illinois
$55.6K 9,660 -1,400 -13%
AF
10
Allworth Financial
California
$54.9K 9,542 +9,542 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$29K 5,000 -1,150 -19%
SC
12
SouthState Corp
Florida
$22.6K 3,939
Bank of America
13
Bank of America
North Carolina
$19.9K 3,450 -501 -13%
Simplex Trading
14
Simplex Trading
Illinois
$17K 3,083 +3,083 New
Osaic Holdings
15
Osaic Holdings
Arizona
$12.9K 1,602 -298 -16%
GWSG
16
GPS Wealth Strategies Group
Colorado
$5.76K 1,000 +700 +233%
NECFA
17
New England Capital Financial Advisors
Connecticut
$4.03K 700
IWM
18
Inlight Wealth Management
Georgia
$2.88K 500
UBS Group
19
UBS Group
Switzerland
$2K 347 -8,235 -96%
HI
20
Harbour Investments
Wisconsin
$576 100
Raymond James Financial
21
Raymond James Financial
Florida
$518 90 +90 New
Wells Fargo
22
Wells Fargo
California
$5 1
BlackRock
23
BlackRock
New York
-15,211 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-5,764 Closed
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
-787 Closed