MV Oil Trust - MVO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | History | Added to | 118,216 | 146 | 0.0% | 0.0% | 1 | +83,276 | 238.34% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 112,110 | 139 | 0.0% | 0.0% | 2 | -2,427 | -2.12% | Q4 2025 | Feb 17, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 70,774 | 85 | 0.01% | 0.05% | 3 | +1,319 | 1.9% | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | New | 56,779 | 70 | 0.0% | — | 4 | +56,779 | New | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | New | 36,352 | 45 | 0.0% | — | 5 | +36,352 | New | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 28,605 | 35 | 0.0% | — | 6 | +28,605 | New | Q4 2025 | Feb 10, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 14,906 | 33 | 0.01% | 0.04% | 7 | -6,526 | -30.45% | Q4 2025 | Jan 16, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 23,743 | 29 | 0.0% | 0.01% | 8 | +11,390 | 92.2% | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | New | 23,340 | 28 | 0.0% | — | 9 | +23,340 | New | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 13,000 | 16 | 0.0% | 0.0% | 10 | -5,000 | -27.78% | Q4 2025 | Jan 26, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 12,179 | 15 | 0.0% | — | 11 | +12,179 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | No change | 11,600 | 14 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,829 | 13 | 0.0% | 0.0% | 13 | -20,575 | -65.52% | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 9,542 | 11 | 0.0% | — | 14 | +9,542 | New | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | Reduced | 7,301 | 9 | 0.0% | 0.0% | 15 | -53,131 | -87.92% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,500 | 5 | 0.0% | 0.0% | 16 | +3,700 | 462.5% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,250 | 4 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SouthState Bank Corp | History | No change | 3,939 | 4 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,156 | 1 | 0.0% | 0.0% | 19 | -1,571 | -57.61% | Q4 2025 | Mar 16, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 865 | 1 | 0.0% | — | 20 | +865 | New | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,313 | -100.0% | Q3 2025 | Oct 27, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,274 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| UBS Group AG | History | Reduced | 747 | 0 | — | 0.0% | — | -149 | -16.63% | Q4 2025 | Jan 29, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -93 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Inlight Wealth Management, LLC | History | No change | 500 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 700 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |