Who Owns MVO?

MV Oil Trust — Institutional Ownership & 13F Holdings

EnergyNYSE

$2.58

+0.00 (+0.00%)

Market Cap

$29.7M

Shares Outstanding

11,500,000

Institutional Holders

21

Total Inst. Value

$979K

% of Float Held

2.6%

QoQ Holder Change

+5

Institutional data as of Q1 2025

New Positions

6

Closed Positions

5

Increased

7

Decreased

2

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Cambridge Investment Research Advisors, Inc.$172K31,881
2Selective Wealth Management, Inc.New$164K26,496
3SUSQUEHANNA INTERNATIONAL GROUP, LLP$127K23,469
4KINGSWOOD WEALTH ADVISORS, LLCNew$97K17,400
5GSA CAPITAL PARTNERS LLPNew$94K17,421
6BlackRock, Inc.$82K15,211
7GROUP ONE TRADING LLC$60K11,060
8UBS Group AG$46K8,582
9ROYAL BANK OF CANADA$33K6,150
10CITADEL ADVISORS LLCNew$31K5,764

Biggest Buyers & Sellers This Quarter

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Frequently Asked Questions

How many institutional investors hold MVO?

As of Q1 2025, 21 institutional investors report holding MVO (MV Oil Trust) in their 13F filings.

What percentage of MV Oil Trust is owned by institutions?

Institutional investors hold approximately 2.6% of MV Oil Trust's float as reported in SEC 13F filings.

Which hedge fund owns the most MVO?

The largest institutional holder of MVO is Cambridge Investment Research Advisors, Inc. with $172K in shares.

Are institutions buying or selling MVO?

This quarter, 6 institutions opened new positions in MVO and 5 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.