MVO

MV Oil Trust

24 hedge funds and large institutions have $3.28M invested in MV Oil Trust in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
4
Closed
4
Calls
$138K
Puts
$52K
Net Calls
+$86K
Net Calls Change
-$250K
Name Market Value Shares Shares
Change
Shares
Change %
SF
1
Symphony Financial
Texas
$717K 67,103 +1,066 +2%
SWM
2
Selective Wealth Management
Virginia
$653K 63,186 -2,370 -4%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$301K 28,197 +28,197 New
BlackRock
4
BlackRock
New York
$296K 27,729 +14,703 +113%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$264K 24,652 +4,005 +19%
RWA
6
Redhawk Wealth Advisors
Minnesota
$202K 18,957
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$192K 18,000 -50 -0.3%
RAG
8
RIA Advisory Group
Iowa
$128K 12,000 +12,000 New
Marshall Wace
9
Marshall Wace
United Kingdom
$126K 11,785 +11,785 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$118K 11,016 -6,289 -36%
Morgan Stanley
11
Morgan Stanley
New York
$86.8K 8,115 -81,641 -91%
Bank of America
12
Bank of America
North Carolina
$48.6K 4,550
SC
13
SouthState Corp
Florida
$42.7K 4,000
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$23K 2,150
CAM
15
Creekmur Asset Management
Illinois
$21.7K 2,027 +68 +3%
UBS Group
16
UBS Group
Switzerland
$13.3K 1,247
US Bancorp
17
US Bancorp
Minnesota
$10.7K 1,000
PA
18
PSI Advisors
Florida
$10.7K 1,000
Osaic Holdings
19
Osaic Holdings
Arizona
$7.85K 734 +200 +37%
NECFA
20
New England Capital Financial Advisors
Connecticut
$7.48K 700
Barclays
21
Barclays
United Kingdom
$5K 438 +438 New
MHR
22
Matthew Hamilton Rosenberg
$1.09K 100
HI
23
Harbour Investments
Wisconsin
$1.07K 100
Wells Fargo
24
Wells Fargo
California
$9 1
SWP
25
Significant Wealth Partners
Illinois
-105,920 Closed