MVO

MV Oil Trust
MVO

Overview Fund Activity

21 hedge funds and large institutions have $2.01M invested in MV Oil Trust in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
7
Closed
3
Calls
$15K
Puts
$195K
Net Calls
-$180K
Net Calls Change
-$90K

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$301K
2
BlackRock
2
BlackRock
New York
$156K
3
Simplex Trading
3
Simplex Trading
Illinois
$48K
4
NWWA
4
New Wave Wealth Advisors
Arkansas
$8.01K
5
Group One Trading
5
Group One Trading
Illinois
$43.4K

Top Sellers

1
RAG
1
RIA Advisory Group
Iowa
$0
2
UBS Group
2
UBS Group
Switzerland
$33.9K
3
Morgan Stanley
3
Morgan Stanley
New York
$10.2K
4
SWM
4
Selective Wealth Management
Virginia
$253K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$165K
Name Market Value Shares Shares
Change 		Shares
Change %
SF
1
Symphony Financial
Texas
$474K 65,976 -3,384 -5%
Marshall Wace
2
Marshall Wace
United Kingdom
$301K 37,434 +37,434 New
SWM
3
Selective Wealth Management
Virginia
$253K 29,473 -8,168 -22%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$252K 31,346 +18 +0.1%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$165K 20,511 -6,126 -23%
BlackRock
6
BlackRock
New York
$156K 19,415 +12,471 +180%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$144K 18,000 – –
Simplex Trading
8
Simplex Trading
Illinois
$48K 5,992 +4,889 +443%
Group One Trading
9
Group One Trading
Illinois
$43.4K 5,400 +800 +17%
UBS Group
10
UBS Group
Switzerland
$33.9K 4,219 -12,608 -75%
Bank of America
11
Bank of America
North Carolina
$31.7K 3,951 +701 +22%
SC
12
SouthState Corp
Florida
$31.5K 3,939 -61 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$25K 3,150 -1,000 -24%
Osaic Holdings
14
Osaic Holdings
Arizona
$14.7K 1,834 +173 +10%
Morgan Stanley
15
Morgan Stanley
New York
$10.2K 1,271 -8,830 -87%
NWWA
16
New Wave Wealth Advisors
Arkansas
$8.01K 1,000 +1,000 New
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$6.33K 788 +788 New
NECFA
18
New England Capital Financial Advisors
Connecticut
$5.62K 700 – –
RDIA
19
RE Dickinson Investment Advisors
Iowa
$3K 32 +32 New
HI
20
Harbour Investments
Wisconsin
$803 100 – –
Wells Fargo
21
Wells Fargo
California
$7 1 – –
RAG
22
RIA Advisory Group
Iowa
– – -12,525 Closed
CB
23
CNB Bank
Pennsylvania
– – -1,953 Closed
WAS
24
Winch Advisory Services
Wisconsin
– – -400 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –