MVO

MV Oil Trust

19 hedge funds and large institutions have $2.78M invested in MV Oil Trust in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 6 closing their positions.

Holders
19
Holders Change
-5
Holders Change %
-20.83%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
3
Closed
6
Calls
$88K
Puts
$11K
Net Calls
+$77K
Net Calls Change
-$9K
Name Market Value Shares Shares
Change
Shares
Change %
SF
1
Symphony Financial
Texas
$630K 68,058 +955 +1%
SWM
2
Selective Wealth Management
Virginia
$532K 57,674 -5,512 -9%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$322K 34,183 +9,531 +39%
Marshall Wace
4
Marshall Wace
United Kingdom
$307K 32,576 +20,791 +176%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$290K 30,778 +2,581 +9%
BlackRock
6
BlackRock
New York
$261K 27,729
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$169K 18,000
Citadel Advisors
8
Citadel Advisors
Florida
$101K 10,678 +10,678 New
SC
9
SouthState Corp
Florida
$37.6K 4,000
Bank of America
10
Bank of America
North Carolina
$33.4K 3,550 -1,000 -22%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$30K 3,150 +1,000 +47%
Morgan Stanley
12
Morgan Stanley
New York
$23.6K 2,503 -5,612 -69%
Osaic Holdings
13
Osaic Holdings
Arizona
$15.5K 1,646 +912 +124%
UBS Group
14
UBS Group
Switzerland
$11.7K 1,247
NECFA
15
New England Capital Financial Advisors
Connecticut
$6.59K 700
Barclays
16
Barclays
United Kingdom
$4K 438
Jones Financial Companies
17
Jones Financial Companies
Missouri
$2.63K 279 +279 New
HI
18
Harbour Investments
Wisconsin
$942 100
Wells Fargo
19
Wells Fargo
California
$8 1
RWA
20
Redhawk Wealth Advisors
Minnesota
-18,957 Closed
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
-11,016 Closed
CAM
22
Creekmur Asset Management
Illinois
-2,027 Closed
US Bancorp
23
US Bancorp
Minnesota
-1,000 Closed
PA
24
PSI Advisors
Florida
-1,000 Closed
MHR
25
Matthew Hamilton Rosenberg
-100 Closed