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MV Oil Trust (MVO) Institutional Ownership

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$5.81 +0.03 (+0.52%)
As of 07/3/2025 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for MV Oil Trust (NYSE:MVO)

Current
Institutional Ownership
Percentage
3.54%
Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$722.08K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$350.86K
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MVO Institutional Buying and Selling by Quarter

MV Oil Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/21/2025Kingswood Wealth Advisors LLC17,400$97K0.0%N/A0.151%
4/14/2025Selective Wealth Management Inc.26,496$143K0.1%-10.1%0.230%
2/13/2025Marshall Wace LLP37,434$301K0.0%N/A0.326%
1/24/2025Symphony Financial Ltd. Co.65,976$530K0.1%-4.9%0.574%
1/15/2025Selective Wealth Management Inc.29,473$253K0.1%-21.7%0.256%
11/6/2024RIA Advisory Group LLC12,525$119K0.0%N/A0.109%
10/22/2024Symphony Financial Ltd. Co.69,360$652K0.1%+1.9%0.603%
10/9/2024Selective Wealth Management Inc.37,641$370K0.2%-34.7%0.327%
8/14/2024Marshall Wace LLP32,576$307K0.0%+176.4%0.283%
7/10/2024Selective Wealth Management Inc.57,674$532K0.2%-8.7%0.502%
5/3/2024RIA Advisory Group LLC12,000$128K0.1%N/A0.104%
5/1/2024Janney Montgomery Scott LLC11,016$118K0.0%-36.3%0.096%
4/17/2024Symphony Financial Ltd. Co.67,103$717K0.2%+1.6%0.584%
4/11/2024Selective Wealth Management Inc.63,186$653K0.3%-3.6%0.549%
2/1/2024Significant Wealth Partners LLC105,920$1.27M0.9%N/A0.921%
1/18/2024Symphony Financial Ltd. Co.66,037$768K0.2%-3.5%0.574%
1/5/2024Selective Wealth Management Inc.65,556$798K0.4%-5.9%0.570%
11/8/2023Janney Montgomery Scott LLC17,740$242K0.0%+6.4%0.154%
10/13/2023Redhawk Wealth Advisors Inc.18,957$258K0.1%-17.7%0.165%
10/10/2023Selective Wealth Management Inc.69,655$949K0.5%-13.3%0.606%
7/26/2023Janney Montgomery Scott LLC16,680$213K0.0%+65.9%0.145%
7/12/2023Symphony Financial Ltd. Co.68,037$870K0.2%-13.2%0.592%
7/11/2023Selective Wealth Management Inc.80,343$1.09M0.5%N/A0.699%
4/28/2023Janney Montgomery Scott LLC10,057$119K0.0%-40.8%0.087%
4/25/2023PSI Advisors LLC2,750$33K0.0%+57.1%0.024%
4/12/2023Worth Asset Management LLC2,145$25K0.0%-49.0%0.019%
2/10/2023Redhawk Wealth Advisors Inc.23,006$376K0.1%N/A0.200%
2/9/2023RIA Advisory Group LLC12,000$196K0.1%N/A0.104%
2/1/2023Janney Montgomery Scott LLC16,998$278K0.0%+19.5%0.148%
1/23/2023Selective Wealth Management Inc.90,159$1.41M0.7%-65.1%0.784%
1/13/2023Worth Asset Management LLC4,205$69K0.0%+460.7%0.037%
11/9/2022Group One Trading L.P.2,715$34K0.0%N/A0.024%
10/28/2022Symphony Financial Ltd. Co.78,853$954K0.3%+2.2%0.686%
10/27/2022CWM LLC18,000$224K0.0%+20.0%0.157%
10/25/2022Janney Montgomery Scott LLC14,227$177K0.0%-36.2%0.124%
10/21/2022Selective Wealth Management Inc.258,516$3.22M1.4%-1.4%2.248%
7/28/2022CWM LLC15,000$169K0.0%-11.8%0.130%
7/28/2022Selective Wealth Management Inc.262,250$2.93M1.0%+73.7%2.280%
5/13/2022Symphony Financial Ltd. Co.76,280$882K0.2%+11.4%0.000%
4/20/2022Selective Wealth Management Inc.151,006$1.77M0.6%N/A1.313%
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1/31/2022CWM LLC17,000$150K0.0%N/A0.148%
1/27/2022Janney Montgomery Scott LLC21,166$187K0.0%+20.5%0.184%
10/29/2021Janney Montgomery Scott LLC17,568$152K0.0%+31.6%0.153%
10/12/2021Symphony Financial Ltd. Co.68,369$569K0.2%+2.5%0.595%
8/13/2021Sigma Planning Corp10,326$88K0.0%N/A0.090%
8/13/2021California Public Employees Retirement System11,152$95K0.0%-73.6%0.097%
8/11/2021Susquehanna International Group LLP13,532$115K0.0%-17.2%0.118%
7/31/2021Symphony Financial Ltd. Co.66,716$567K0.2%-19.9%0.580%
(Data available from 1/1/2016 forward)

MVO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MVO shares?

During the previous two years, the following institutional investors and hedge funds held shares of MV Oil Trust shares: Significant Wealth Partners LLC ($1.27M), Symphony Financial Ltd. Co. ($530K), Marshall Wace LLP ($301K), Redhawk Wealth Advisors Inc. ($258K), Selective Wealth Management Inc. ($143K), RIA Advisory Group LLC ($119K), and Janney Montgomery Scott LLC ($118K).Learn more on MV Oil Trust's institutional investors.

What percentage of MV Oil Trust's stock is owned by institutional investors?

3.54% of MV Oil Trust's stock is owned by institutional investors. Learn more on MVO's institutional investor holdings.

Which institutional investors have been buying MV Oil Trust's stock?

The following institutional investors have purchased MV Oil Trust's stock in the last 24 months: Significant Wealth Partners LLC ($105.92K), Selective Wealth Management Inc. ($80.34K), Marshall Wace LLP ($58.23K), RIA Advisory Group LLC ($24.53K), Kingswood Wealth Advisors LLC ($17.40K), Janney Montgomery Scott LLC ($7.68K), and Symphony Financial Ltd. Co. ($2.37K).

How much institutional buying is happening at MV Oil Trust?

Institutional investors have bought a total of 89,452 shares in the last 24 months. This purchase volume represents approximately $722.08K in transactions.

Which of MV Oil Trust's major shareholders have been selling company stock?

The following institutional investors have sold MV Oil Trust stock in the last 24 months: Selective Wealth Management Inc. ($36.69K), and Symphony Financial Ltd. Co. ($3.38K).

How much institutional selling is happening at MV Oil Trust?

Institutional investors have sold a total of 40,074 shares in the last 24 months. This volume of shares sold represents approximately $350.86K in transactions.


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This page (NYSE:MVO) was last updated on 7/6/2025 by MarketBeat.com Staff
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