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MV Oil Trust (MVO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allworth Financial LP
UNCHANGED
Shares14,542 from 14,542
Change0 (0%)
Value$25.7K ($0)
Filed 2026-11-06
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 75,805
Change-75,805 (-100%)
Value$0 (-$122.8K)
Filed 2026-10-22
Acadian Asset Management LLC
CLOSED
Shares0 from 20,316
Change-20,316 (-100%)
Value$0 (-$35)
Filed 2026-11-09
Leading Edge Financial Planning LLC
CLOSED
Shares0 from 11,981
Change-11,981 (-100%)
Value$0 (-$21.2K)
Filed 2026-10-23
Selective Wealth Management, Inc.
CLOSED
Shares0 from 11,277
Change-11,277 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-16
SouthState Bank Corp
CLOSED
Shares0 from 3,939
Change-3,939 (-100%)
Value$0 (-$7.0K)
Filed 2026-11-09
Harbour Investments, Inc.
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-09
New England Capital Financial Advisors LLC
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$9)
Filed 2026-10-29
Jane Street Group, LLC
N/A
Shares— from 69,496
Change-69,496 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 55,708
Change-55,708 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 35,928
Change-35,928 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 24,538
Change-24,538 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 19,187
Change-19,187 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,286
Change-14,286 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 12,553
Change-12,553 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 11,608
Change-11,608 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,225
Change-5,225 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
UBS Group AG
N/A
Shares— from 689
Change-689 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Allworth Financial LP
UNCHANGED14,54214,54200%$25.7K$25.7K$02026-11-06
Symphony Financial, Ltd. Co.
CLOSED075,805-75,805-100%$122.8K$0-$122.8K2026-10-22
Acadian Asset Management LLC
CLOSED020,316-20,316-100%$35$0-$352026-11-09
Leading Edge Financial Planning LLC
CLOSED011,981-11,981-100%$21.2K$0-$21.2K2026-10-23
Selective Wealth Management, Inc.
CLOSED011,277-11,277-100%$7.6K$0-$7.6K2026-10-16
SouthState Bank Corp
CLOSED03,939-3,939-100%$7.0K$0-$7.0K2026-11-09
Harbour Investments, Inc.
CLOSED0800-800-100%$1.4K$0-$1.4K2026-11-09
New England Capital Financial Advisors LLC
CLOSED0700-700-100%$1.2K$0-$1.2K2026-11-03
Caitong International Asset Management Co., Ltd
CLOSED05-5-100%$9$0-$92026-10-29
Jane Street Group, LLC
N/A—69,496-69,496-100%$123.0K———
Bank of America Corp
N/A—55,708-55,708-100%$98.6K———
Susquehanna International Group, LLP
N/A—35,928-35,928-100%$63.6K———
HRT Financial LP
N/A—24,538-24,538-100%$43.0K———
McGowan Group Asset Management, Inc.
N/A—19,187-19,187-100%$34.0K———
Citadel Advisors LLC
N/A—14,286-14,286-100%$25.3K———
BNP Paribas Financial Markets
N/A—12,553-12,553-100%$22.2K———
Cerity Partners LLC
N/A—11,608-11,608-100%$20.5K———
Morgan Stanley
N/A—5,225-5,225-100%$9.2K———
Rockefeller Capital Management L.P.
N/A—1,327-1,327-100%$2.4K———
UBS Group AG
N/A—689-689-100%$1.2K———
Wells Fargo & Company
N/A—00—$0———
Showing 21 of 21 institutions