MVO

MV Oil Trust

20 hedge funds and large institutions have $982K invested in MV Oil Trust in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
3
Closed
4
Calls
$52K
Puts
$247K
Net Calls
-$195K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$172K +$2.89K +535 +2%
SWM
2
Selective Wealth Management
Virginia
$164K -$18.4K -2,977 -10%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$127K +$16K +2,958 +14%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$97K
GCP
5
GSA Capital Partners
United Kingdom
$94K +$94K +17,421 New
BlackRock
6
BlackRock
New York
$82.1K -$22.7K -4,204 -22%
Group One Trading
7
Group One Trading
Illinois
$59.7K +$30.6K +5,660 +105%
UBS Group
8
UBS Group
Switzerland
$46.3K +$23.6K +4,363 +103%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$33K +$16.1K +3,000 +95%
Citadel Advisors
10
Citadel Advisors
Florida
$31.1K +$31.1K +5,764 New
Bank of America
11
Bank of America
North Carolina
$21.3K
SC
12
SouthState Corp
Florida
$21.3K
Osaic Holdings
13
Osaic Holdings
Arizona
$10.3K +$356 +66 +4%
Morgan Stanley
14
Morgan Stanley
New York
$10K +$3.13K +580 +46%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$4.25K -$5 -1 -0.1%
NECFA
16
New England Capital Financial Advisors
Connecticut
$3.78K
IWM
17
Inlight Wealth Management
Georgia
$2.7K +$2.7K +500 New
GWSG
18
GPS Wealth Strategies Group
Colorado
$1.62K +$1.62K +300 New
HI
19
Harbour Investments
Wisconsin
$540
Wells Fargo
20
Wells Fargo
California
$5
SF
21
Symphony Financial
Texas
-$474K -65,976 Closed
Marshall Wace
22
Marshall Wace
United Kingdom
-$301K -37,434 Closed
Simplex Trading
23
Simplex Trading
Illinois
-$48K -5,992 Closed
NWWA
24
New Wave Wealth Advisors
Arkansas
-$8.01K -1,000 Closed