MVO

MV Oil Trust
MVO

Overview Fund Activity

23 hedge funds and large institutions have $1.79M invested in MV Oil Trust in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
7
Closed
3
Calls
$260K
Puts
$332K
Net Calls
-$72K
Net Calls Change
+$123K

Top Buyers

1
SF
Symphony Financial
Texas
$396K
2
GCP
GSA Capital Partners
United Kingdom
$252K
3
Morgan Stanley
Morgan Stanley
New York
$138K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$92K
5
Marshall Wace
Marshall Wace
United Kingdom
$88K

Top Sellers

1
BlackRock
BlackRock
New York
$0
2
UBS Group
UBS Group
Switzerland
$2K
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SWM
Selective Wealth Management
Virginia
$139K
5
Group One Trading
Group One Trading
Illinois
$55.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
1
Symphony Financial
Texas
$396K +$396K +68,446 New
GCP
2
GSA Capital Partners
United Kingdom
$252K +$152K +26,323 +151%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$182K -$1.92K -333 -1%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$170K +$34.3K +5,961 +25%
SWM
5
Selective Wealth Management
Virginia
$139K -$16.2K -2,775 -10%
Morgan Stanley
6
Morgan Stanley
New York
$138K +$127K +22,039 +1,191%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$104K – – –
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$92K +$92K +15,910 New
Marshall Wace
9
Marshall Wace
United Kingdom
$88K +$88K +15,270 New
Group One Trading
10
Group One Trading
Illinois
$55.6K -$8.06K -1,400 -13%
AF
11
Allworth Financial
California
$54.9K +$54.9K +9,542 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$29K -$6.67K -1,150 -19%
SC
13
SouthState Corp
Florida
$22.6K – – –
Bank of America
14
Bank of America
North Carolina
$19.9K -$2.89K -501 -13%
Simplex Trading
15
Simplex Trading
Illinois
$17K +$17K +3,083 New
Osaic Holdings
16
Osaic Holdings
Arizona
$12.9K -$2.39K -298 -16%
GWSG
17
GPS Wealth Strategies Group
Colorado
$5.76K +$4.03K +700 +233%
NECFA
18
New England Capital Financial Advisors
Connecticut
$4.03K – – –
IWM
19
Inlight Wealth Management
Georgia
$2.88K – – –
UBS Group
20
UBS Group
Switzerland
$2K -$47.4K -8,235 -96%
HI
21
Harbour Investments
Wisconsin
$576 – – –
Raymond James Financial
22
Raymond James Financial
Florida
$518 +$518 +90 New
Wells Fargo
23
Wells Fargo
California
$5 – – –
BlackRock
24
BlackRock
New York
– -$82.1K -15,211 Closed
Citadel Advisors
25
Citadel Advisors
Florida
– -$31.1K -5,764 Closed
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