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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Added to | 94,196 | 166 | 0.0% | 0.0% | 1 | +36,711 | 63.86% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 71,228 | 126 | 0.0% | 0.0% | 2 | +38,699 | 118.97% | Q2 2026 | Aug 14, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 75,805 | 122 | 0.01% | 0.02% | 3 | +2,453 | 3.34% | Q2 2026 | Aug 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 55,708 | 98 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 24,538 | 43 | 0.0% | 0.0% | 5 | +594 | 2.48% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 20,316 | 35 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 19,187 | 33 | 0.0% | 0.01% | 7 | +578 | 3.11% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 14,286 | 25 | 0.0% | 0.0% | 8 | -5,549 | -27.98% | Q2 2026 | Sep 02, 2026 |
| Allworth Financial LP | History | No change | 14,542 | 25 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 12,553 | 22 | 0.0% | — | 11 | +12,553 | New | Q2 2026 | Aug 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 10,000 | 22 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Leading Edge Financial Planning LLC | History | New | 11,981 | 21 | 0.0% | — | 12 | +11,981 | New | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | Added to | 11,608 | 20 | 0.0% | 0.0% | 13 | +8 | 0.07% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 5,225 | 9 | 0.0% | 0.0% | 14 | +4,225 | 422.5% | Q2 2026 | Aug 13, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 11,277 | 7 | 0.0% | 0.01% | 15 | -1,529 | -11.94% | Q2 2026 | Jul 20, 2026 |
| SouthState Bank Corp | History | No change | 3,939 | 6 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,327 | 2 | 0.0% | 0.0% | 17 | +83 | 6.67% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 689 | 1 | 0.0% | 0.0% | 19 | -58 | -7.76% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 800 | 1 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 700 | 1 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -34,048 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Jul 20, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 5 | 0 | — | — | — | +4 | 400.0% | Q2 2026 | Aug 04, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 12, 2026 |