MV Oil Trust (MVO) Institutional Ownership $5.95 -0.05 (-0.82%) Closing price 07/11/2025 03:58 PM EasternExtended Trading$5.92 -0.03 (-0.59%) As of 07/11/2025 04:13 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendEarningsHeadlinesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for MV Oil Trust (NYSE:MVO)CurrentInstitutional OwnershipPercentage3.54%Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$722.08KNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$314.90K Get MVO Insider Trade Alerts Want to know when executives and insiders are buying or selling MV Oil Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data MVO Institutional Buying and Selling by Quarter MV Oil Trust Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails7/10/2025 Selective Wealth Management Inc.23,721$139K0.1%-10.5%0.206% 4/21/2025Kingswood Wealth Advisors LLC17,400$97K0.0%N/A0.151% 4/14/2025 Selective 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% 1/15/2025 Selective 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% 10/9/2024 Selective Wealth Management Inc.37,641$370K0.2%-34.7%0.327% 8/14/2024Marshall Wace LLP32,576$307K0.0%+176.4%0.283% Get the Latest News and Ratings for MVO and Related StocksEnter your email address below to receive the latest news and analysts' ratings for MV Oil Trust and its competitors with MarketBeat's FREE daily newsletter. 7/10/2024 Selective 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% 4/11/2024 Selective 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% 1/5/2024 Selective Wealth Management Inc.65,556$798K0.4%-5.9%0.570% 11/8/2023Janney Montgomery Scott LLC17,740$242K0.0%+6.4%0.154% 10/13/2023 Redhawk Wealth Advisors Inc.18,957$258K0.1%-17.7%0.165% 10/10/2023 Selective 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% 7/11/2023 Selective 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% 4/12/2023 Worth Asset Management LLC2,145$25K0.0%-49.0%0.019% 2/10/2023 Redhawk 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% 1/23/2023 Selective Wealth Management Inc.90,159$1.41M0.7%-65.1%0.784% 1/13/2023 Worth 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% 10/21/2022 Selective Wealth Management Inc.258,516$3.22M1.4%-1.4%2.248% 7/28/2022CWM LLC15,000$169K0.0%-11.8%0.130% 7/28/2022 Selective 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% 3..2..1.. AI 2.0 ignition (don’t sleep on this) (Ad)I just put together an urgent new presentation that you need to see right away. In short: I believe we are mere days away from a critical announcement from a key tech leader… One that will officially ignite “AI 2.0” – and potentially send a whole new class of stocks soaring. Click to find out what Nvidia’s CEO might reveal… and how Sykes is preparing to ride the wave.4/20/2022 Selective Wealth Management Inc.151,006$1.77M0.6%N/A1.313% 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. ($139K), 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), 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. ($33.95K), and Symphony Financial Ltd. Co. ($3.38K). How much institutional selling is happening at MV Oil Trust? Institutional investors have sold a total of 37,337 shares in the last 24 months. This volume of shares sold represents approximately $314.90K in transactions. 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