MVO

MV Oil Trust

32 hedge funds and large institutions have $6.22M invested in MV Oil Trust in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
32
Holders Change
+8
Holders Change %
+33.33%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
6
Reduced
6
Closed
4
Calls
$200K
Puts
$552K
Net Calls
-$352K
Net Calls Change
-$671K
Name Market Value Shares Shares
Change
Shares
Change %
SWM
1
Selective Wealth Management
Virginia
$1.41M 90,159 -168,357 -65%
SF
2
Symphony Financial
Texas
$1.14M 78,349 -504 -0.6%
Morgan Stanley
3
Morgan Stanley
New York
$792K 48,496 +24,891 +105%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$397K 24,337 +4,339 +22%
RWA
5
Redhawk Wealth Advisors
Minnesota
$376K 23,006 +23,006 New
Citadel Advisors
6
Citadel Advisors
Florida
$306K 18,721 +18,721 New
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$295K 18,050 +50 +0.3%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$278K 16,998 +2,771 +19%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$270K 16,535 -22,475 -58%
MGAM
10
McGowan Group Asset Management
Texas
$204K 12,497 +12,497 New
RAG
11
RIA Advisory Group
Iowa
$196K 12,000 +12,000 New
BlackRock
12
BlackRock
New York
$134K 8,189 +2,216 +37%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$83K 5,102 +5,102 New
WAM
14
Worth Asset Management
Texas
$68.7K 4,205 +3,455 +461%
SC
15
SouthState Corp
Florida
$65.3K 4,000
Osaic Holdings
16
Osaic Holdings
Arizona
$49K 3,005 -1,418 -32%
ASN
17
Advisory Services Network
Georgia
$35.6K 2,179 +2,179 New
PA
18
PSI Advisors
Florida
$28.6K 1,750
UBS Group
19
UBS Group
Switzerland
$28.3K 1,730 -567 -25%
Bank of America
20
Bank of America
North Carolina
$21.2K 1,300
NECFA
21
New England Capital Financial Advisors
Connecticut
$11K 700 +700 New
NA
22
NewEdge Advisors
Louisiana
$6.53K 400 +400 New
MWM
23
MinichMacGregor Wealth Management
New York
$6.04K 370 +370 New
Simplex Trading
24
Simplex Trading
Illinois
$5K 315 -46,823 -99%
TFS
25
TrustCore Financial Services
Tennessee
$4.08K 250 +250 New