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MV Oil Trust (MVO)

CUSIP: 553859109 | US | Energy · Oil & Gas E&P | Micro Cap | 175 institutional holders

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
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Institutional Holders — Q2 2026

Symphony Financial, Ltd. Co.75,805
0.0% of portfolio›$122.8K
Jane Street Group, LLC69,496
0.0% of portfolio›$123.0K
Bank of America Corp55,708
0.0% of portfolio›$98.6K
Susquehanna International Group, LLP35,928
0.0% of portfolio›$63.6K
HRT Financial LP24,538
0.0% of portfolio›$43.0K
Acadian Asset Management LLC20,316
0.0% of portfolio›$35
McGowan Group Asset Management, Inc.19,187
0.0% of portfolio›$34.0K
Allworth Financial LP14,542
0.0% of portfolio›$25.7K
Citadel Advisors LLC14,286
0.0% of portfolio›$25.3K
BNP Paribas Financial Markets12,553
0.0% of portfolio›$22.2K
Leading Edge Financial Planning LLC11,981
0.0% of portfolio›$21.2K
Cerity Partners LLC11,608
0.0% of portfolio›$20.5K
Selective Wealth Management, Inc.11,277
0.0% of portfolio›$7.6K
Morgan Stanley5,225
0.0% of portfolio›$9.2K
SouthState Bank Corp3,939
0.0% of portfolio›$7.0K
Rockefeller Capital Management L.P.1,327
0.0% of portfolio›$2.4K
Harbour Investments, Inc.800
0.0% of portfolio›$1.4K
New England Capital Financial Advisors LLC700
0.0% of portfolio›$1.2K
UBS Group AG689
0.0% of portfolio›$1.2K
Caitong International Asset Management Co., Ltd5
0.0% of portfolio›$9
Wells Fargo & Company0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Symphony Financial, Ltd. Co.
75,805$122.8K0.0%GrowthLowHouston, TX2026-08-04
Jane Street Group, LLC
69,496$123.0K0.0%CoreVery HighNew York, NY2026-08-14
Bank of America Corp
55,708$98.6K0.0%CoreLowCharlotte, NC2026-08-14
Susquehanna International Group, LLP
35,928$63.6K0.0%GrowthHighBala Cynwyd, PA2026-08-14
HRT Financial LP
24,538$43.0K0.0%GARPVery HighNew York, NY2026-08-14
Acadian Asset Management LLC
20,316$350.0%GARPMediumBoston, MA2026-08-13
McGowan Group Asset Management, Inc.
19,187$34.0K0.0%YieldMediumDallas, TX2026-08-12
Allworth Financial LP
14,542$25.7K0.0%IndexLowFolsom, CA2026-08-11
Citadel Advisors LLC
14,286$25.3K0.0%CoreVery HighMiami, FL2026-09-02
BNP Paribas Financial Markets
12,553$22.2K0.0%CoreMediumParis, India2026-08-13
Leading Edge Financial Planning LLC
11,981$21.2K0.0%ETFLowKnoxville, TN2026-08-06
Cerity Partners LLC
11,608$20.5K0.0%IndexLowNew York, NY2026-08-14
Selective Wealth Management, Inc.
11,277$7.6K0.0%ETFLowForest, VA2026-07-20
Morgan Stanley
5,225$9.2K0.0%CoreLowNew York, NY2026-08-13
SouthState Bank Corp
3,939$7.0K0.0%CoreLowWinter Haven, FL2026-08-06
Rockefeller Capital Management L.P.
1,327$2.4K0.0%CoreLowNew York, NY2026-08-13
Harbour Investments, Inc.
800$1.4K0.0%ETFLowMadison, WI2026-08-12
New England Capital Financial Advisors LLC
700$1.2K0.0%ETFLowMeriden, CT2026-07-27
UBS Group AG
689$1.2K0.0%CoreMediumZurich, Switzerland2026-08-13
Caitong International Asset Management Co., Ltd
5$90.0%GrowthVery HighHong Kong, South Korea2026-08-05
Wells Fargo & Company
0$00.0%CoreLowSan Francisco, CA2026-08-14