MV Oil Trust (MVO) Institutional Ownership $5.81 +0.16 (+2.83%) Closing price 08/15/2025 03:58 PM EasternExtended Trading$5.82 +0.01 (+0.15%) As of 08/15/2025 07:56 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendEarningsHeadlinesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for MV Oil Trust (NYSE:MVO)CurrentInstitutional OwnershipPercentage3.54%Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$760.38KNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$314.90K Get MVO Insider Trade Alerts Want to know when executives and insiders are buying or selling MV Oil Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data MVO Institutional Buying and Selling by Quarter MV Oil Trust Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/13/2025 Marshall Wace LLP15,270$88K0.0%N/A0.133% 8/7/2025 Allworth Financial LP9,542$55K0.0%N/A0.083% 7/17/2025 Janney Montgomery Scott LLC15,910$92K0.0%N/A0.138% 7/10/2025 Selective Wealth Management Inc.23,721$139K0.1%-10.5%0.206% 4/21/2025 Kingswood Wealth Advisors LLC17,400$97K0.0%N/A0.151% 4/14/2025 Selective Wealth Management Inc.26,496$143K0.1%-10.1%0.230% 2/13/2025 Marshall Wace LLP37,434$301K0.0%N/A0.326% 1/24/2025 Symphony Financial Ltd. Co.65,976$530K0.1%-4.9%0.574% 1/15/2025 Selective Wealth Management Inc.29,473$253K0.1%-21.7%0.256% 11/6/2024 RIA Advisory Group LLC12,525$119K0.0%N/A0.109% Get the Latest News and Ratings for MVO and Related StocksEnter your email address below to receive the latest news and analysts' ratings for MV Oil Trust and its competitors with MarketBeat's FREE daily newsletter. 10/22/2024 Symphony Financial Ltd. Co.69,360$652K0.1%+1.9%0.603% 10/9/2024 Selective Wealth Management Inc.37,641$370K0.2%-34.7%0.327% 8/14/2024 Marshall Wace LLP32,576$307K0.0%+176.4%0.283% 7/10/2024 Selective Wealth Management Inc.57,674$532K0.2%-8.7%0.502% 5/3/2024 RIA Advisory Group LLC12,000$128K0.1%N/A0.104% 5/1/2024 Janney Montgomery Scott LLC11,016$118K0.0%-36.3%0.096% 4/17/2024 Symphony Financial Ltd. Co.67,103$717K0.2%+1.6%0.584% 4/11/2024 Selective Wealth Management Inc.63,186$653K0.3%-3.6%0.549% 2/1/2024 Significant Wealth Partners LLC105,920$1.27M0.9%N/A0.921% 1/18/2024 Symphony Financial Ltd. Co.66,037$768K0.2%-3.5%0.574% 1/5/2024 Selective Wealth Management Inc.65,556$798K0.4%-5.9%0.570% 11/8/2023 Janney Montgomery Scott LLC17,740$242K0.0%+6.4%0.154% 10/13/2023 Redhawk Wealth Advisors Inc.18,957$258K0.1%-17.7%0.165% 10/10/2023 Selective Wealth Management Inc.69,655$949K0.5%-13.3%0.606% 7/26/2023 Janney Montgomery Scott LLC16,680$213K0.0%+65.9%0.145% 7/12/2023 Symphony Financial Ltd. Co.68,037$870K0.2%-13.2%0.592% 7/11/2023 Selective Wealth Management Inc.80,343$1.09M0.5%N/A0.699% 4/28/2023 Janney Montgomery Scott LLC10,057$119K0.0%-40.8%0.087% 4/25/2023 PSI Advisors LLC2,750$33K0.0%+57.1%0.024% 4/12/2023 Worth Asset Management LLC2,145$25K0.0%-49.0%0.019% 2/10/2023 Redhawk Wealth Advisors Inc.23,006$376K0.1%N/A0.200% 2/9/2023 RIA Advisory Group LLC12,000$196K0.1%N/A0.104% 2/1/2023 Janney Montgomery Scott LLC16,998$278K0.0%+19.5%0.148% 1/23/2023 Selective Wealth Management Inc.90,159$1.41M0.7%-65.1%0.784% 1/13/2023 Worth Asset Management LLC4,205$69K0.0%+460.7%0.037% 11/9/2022 Group One Trading L.P.2,715$34K0.0%N/A0.024% 10/28/2022 Symphony Financial Ltd. Co.78,853$954K0.3%+2.2%0.686% 10/27/2022 CWM LLC18,000$224K0.0%+20.0%0.157% 10/25/2022 Janney Montgomery Scott LLC14,227$177K0.0%-36.2%0.124% 10/21/2022 Selective Wealth Management Inc.258,516$3.22M1.4%-1.4%2.248% Utah’s New Oil Find (Ad)The Real Reason 218,000 Acres Just Vanished The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake.Find out why this could be the most lucrative "underground" energy story in America7/28/2022 CWM LLC15,000$169K0.0%-11.8%0.130% 7/28/2022 Selective Wealth Management Inc.262,250$2.93M1.0%+73.7%2.280% 5/13/2022 Symphony Financial Ltd. Co.76,280$882K0.2%+11.4%0.000% 4/20/2022 Selective Wealth Management Inc.151,006$1.77M0.6%N/A1.313% 1/31/2022 CWM LLC17,000$150K0.0%N/A0.148% 1/27/2022 Janney Montgomery Scott LLC21,166$187K0.0%+20.5%0.184% 10/29/2021 Janney Montgomery Scott LLC17,568$152K0.0%+31.6%0.153% 10/12/2021 Symphony Financial Ltd. Co.68,369$569K0.2%+2.5%0.595% 8/13/2021 Sigma Planning Corp10,326$88K0.0%N/A0.090% 8/13/2021 California Public Employees Retirement System11,152$95K0.0%-73.6%0.097% 8/11/2021 Susquehanna International Group LLP13,532$115K0.0%-17.2%0.118% (Data available from 1/1/2016 forward) MVO Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of MVO shares? During the previous two years, 9 institutional investors and hedge funds held shares of MV Oil Trust. The most heavily invested institutionals were Significant Wealth Partners LLC ($1.27M), Symphony Financial Ltd. Co. ($530K), Redhawk Wealth Advisors Inc. ($258K), Selective Wealth Management Inc. ($139K), RIA Advisory Group LLC ($119K), Kingswood Wealth Advisors LLC ($97K), and Janney Montgomery Scott LLC ($92K).Learn more on MV Oil Trust's institutional investors. What percentage of MV Oil Trust's stock is owned by institutional investors? 3.54% of MV Oil Trust's stock is owned by institutional investors. Learn more on MVO's institutional investor holdings. Which institutional investors have been buying MV Oil Trust's stock? The following institutional investors have purchased MV Oil Trust's stock in the last 24 months: Significant Wealth Partners LLC ($105.92K), Marshall Wace LLP ($73.50K), RIA Advisory Group LLC ($24.53K), Kingswood Wealth Advisors LLC ($17.40K), Janney Montgomery Scott LLC ($16.97K), Allworth Financial LP ($9.54K), and Symphony Financial Ltd. Co. ($2.37K). How much institutional buying is happening at MV Oil Trust? Institutional investors have bought a total of 109,383 shares in the last 24 months. This purchase volume represents approximately $760.38K in transactions. Which of MV Oil Trust's major shareholders have been selling company stock? The following institutional investors have sold MV Oil Trust stock in the last 24 months: Selective Wealth Management Inc. ($33.95K), and Symphony Financial Ltd. Co. ($3.38K). How much institutional selling is happening at MV Oil Trust? Institutional investors have sold a total of 37,337 shares in the last 24 months. This volume of shares sold represents approximately $314.90K in transactions. 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