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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -5,549 | -28.0% | 14,286 | $25.29K | Q2 2026 | Sep 02, 2026 |
| Jane Street Group, Llc | Buy | +35,111 | +102.1% | 69,496 | $123.01K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +17,099 | +90.8% | 35,928 | $63.59K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +594 | +2.5% | 24,538 | $43.00K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +8 | +0.1% | 11,608 | $20.55K | Q2 2026 | Aug 14, 2026 |
| Bnp Paribas Financial Markets | Buy | +12,553 | — | 12,553 | $22.22K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +4,225 | +422.5% | 5,225 | $9.25K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +83 | +6.7% | 1,327 | $2.35K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -58 | -7.8% | 689 | $1.22K | Q2 2026 | Aug 13, 2026 |
| Mcgowan Group Asset Management, Inc. | Buy | +578 | +3.1% | 19,187 | $33.96K | Q2 2026 | Aug 12, 2026 |
| Leading Edge Financial Planning Llc | Buy | +11,981 | — | 11,981 | $21.21K | Q2 2026 | Aug 06, 2026 |
| Caitong International Asset Management Co., Ltd | Buy | +4 | +400.0% | 5 | $9.00 | Q2 2026 | Aug 05, 2026 |
| Symphony Financial, Ltd. Co. | Buy | +2,453 | +3.3% | 75,805 | $122.80K | Q2 2026 | Aug 04, 2026 |
| Selective Wealth Management, Inc. | Sell | -1,529 | -11.9% | 11,277 | $7.60K | Q2 2026 | Jul 20, 2026 |
| Western Wealth Management, Llc | Sell | -2,095 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Xtx Topco Ltd | Sell | -34,048 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -4,500 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -1 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, Llc | Sell | -10,000 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Ifp Advisors, Inc | Sell | -1,000 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 13, 2026 |
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.
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