MV OIL TRUST (MVO) Institutional Ownership Changes & 13F Activity

MV OIL TRUST (MVO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jane Street Group, Llc, Xtx Topco Ltd, Susquehanna International Group, Llp, Bnp Paribas Financial Markets, and Leading Edge Financial Planning Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-5,549-28.0%14,286$25.29KQ2 2026Sep 02, 2026
Jane Street Group, LlcBuy+35,111+102.1%69,496$123.01KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+17,099+90.8%35,928$63.59KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+594+2.5%24,538$43.00KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+8+0.1%11,608$20.55KQ2 2026Aug 14, 2026
Bnp Paribas Financial MarketsBuy+12,55312,553$22.22KQ2 2026Aug 13, 2026
Morgan StanleyBuy+4,225+422.5%5,225$9.25KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+83+6.7%1,327$2.35KQ2 2026Aug 13, 2026
Ubs Group AgSell-58-7.8%689$1.22KQ2 2026Aug 13, 2026
Mcgowan Group Asset Management, Inc.Buy+578+3.1%19,187$33.96KQ2 2026Aug 12, 2026
Leading Edge Financial Planning LlcBuy+11,98111,981$21.21KQ2 2026Aug 06, 2026
Caitong International Asset Management Co., LtdBuy+4+400.0%5$9.00Q2 2026Aug 05, 2026
Symphony Financial, Ltd. Co.Buy+2,453+3.3%75,805$122.80KQ2 2026Aug 04, 2026
Selective Wealth Management, Inc.Sell-1,529-11.9%11,277$7.60KQ2 2026Jul 20, 2026
Western Wealth Management, LlcSell-2,095-100.0%0$0.00Q2 2026May 19, 2026
Xtx Topco LtdSell-34,048-100.0%0$0.00Q2 2026May 15, 2026
Osaic Holdings, Inc.Sell-4,500-100.0%0$0.00Q2 2026May 15, 2026
Advisory Services Network, LlcSell-1-100.0%0$0.00Q2 2026May 15, 2026
Jaffetilchin Investment Partners, LlcSell-10,000-100.0%0$0.00Q2 2026May 13, 2026
Ifp Advisors, IncSell-1,000-100.0%0$0.00Q2 2026Apr 13, 2026
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Frequently asked questions about MVO activity

  • Which institutional owners are buying MVO?

    Institutional owners buying MVO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MVO activity?

    "Buy" means an investor increased their reported position in MVO compared to the prior reporting period. This reflects growing exposure to MV OIL TRUST (MVO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MVO increasing?

    Institutional interest in MVO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.