MVO

MV Oil Trust

27 hedge funds and large institutions have $6.06M invested in MV Oil Trust in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
2
Closed
4
Calls
$510K
Puts
$135K
Net Calls
+$375K
Net Calls Change
+$64K
Name Market Value Shares Shares
Change
Shares
Change %
SWM
1
Selective Wealth Management
Virginia
$2.93M 262,250 +111,244 +74%
SF
2
Symphony Financial
Texas
$904K 77,161 +881 +1%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$553K 49,156 +29,892 +155%
Morgan Stanley
4
Morgan Stanley
New York
$370K 32,928 +12,455 +61%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$260K 22,290 +748 +3%
IIC
6
Integrated Investment Consultants
Michigan
$225K 20,000
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$169K 15,000 -2,000 -12%
Simplex Trading
8
Simplex Trading
Illinois
$144K 12,867 +12,284 +2,107%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$139K 12,375 +761 +7%
PAG
10
Private Advisor Group
New Jersey
$123K 10,900
BlackRock
11
BlackRock
New York
$90K 7,984 +6,833 +594%
SC
12
SouthState Corp
Florida
$45K 4,000
Osaic Holdings
13
Osaic Holdings
Arizona
$35K 3,128 -6,702 -68%
PA
14
PSI Advisors
Florida
$16K 1,400 +250 +22%
Bank of America
15
Bank of America
North Carolina
$14K 1,300
HR
16
Howe & Rusling
New York
$13K 1,176 +44 +4%
TWC
17
TD Waterhouse Canada
Ontario, Canada
$9.13K 600 +600 New
UBS Group
18
UBS Group
Switzerland
$8K 747
WAM
19
Worth Asset Management
Texas
$8K 750
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$3K 300
US Bancorp
21
US Bancorp
Minnesota
$2K 180
SSG
22
Summit Securities Group
New York
$2K 200 +200 New
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$1K 60
HI
24
Harbour Investments
Wisconsin
$1K 100 +100 New
MHR
25
Matthew Hamilton Rosenberg
$1K 100 +100 New