MV Oil Trust (MVO) — Institutional Holders, Q2 2026
21 institutional investment managers reported a MVO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $665.0K. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MVO in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- JANE STREET GROUPAdded · +35,111 sh+$62.1K
- SUSQUEHANNA INTERNATIONAL GROUP, LLPAdded · +17,099 sh+$30.3K
- BNP PARIBAS FINANCIAL MARKETSNew · +12,553 sh+$22.2K
- Leading Edge Financial PlanningNew · +11,981 sh+$21.2K
- MORGAN STANLEYAdded · +4,225 sh+$7.5K
Biggest sellers
- XTX Topco LtdSold out · -34,048 sh-$60.3K
- Jaffetilchin Investment PartnersSold out · -10,000 sh-$17.7K
- CITADEL ADVISORSTrimmed · -5,549 sh-$9.8K
- OSAICSold out · -4,500 sh-$8.0K
- Western Wealth ManagementSold out · -2,095 sh-$3.7K
MVO 13F holders ranked 1–21 of 21
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | JANE STREET GROUP#1 · 69,496 sh | 69,496 | $123.0K | 0.00% | +102.1% |
| 2 | Symphony Financial, Ltd.#2 · 75,805 sh | 75,805 | $122.8K | — | +3.3% |
| 3 | BANK OF AMERICA#3 · 55,708 sh | 55,708 | $98.6K | 0.00% | 0.0% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#4 · 35,928 sh | 35,928 | $63.6K | 0.00% | +90.8% |
| 5 | HRT FINANCIAL#5 · 24,538 sh | 24,538 | $43.0K | <0.01% | +2.5% |
| 6 | ACADIAN ASSET MANAGEMENT#6 · 20,316 sh | 20,316 | $35.0K | 0.00% | 0.0% |
| 7 | McGowan Group Asset Management#7 · 19,187 sh | 19,187 | $34.0K | <0.01% | +3.1% |
| 8 | Allworth Financial#8 · 14,542 sh | 14,542 | $25.7K | <0.01% | 0.0% |
| 9 | CITADEL ADVISORS#9 · 14,286 sh | 14,286 | $25.3K | 0.00% | -28.0% |
| 10 | BNP PARIBAS FINANCIAL MARKETS#10 · 12,553 sh | 12,553 | $22.2K | 0.00% | New |
| 11 | Leading Edge Financial Planning#11 · 11,981 sh | 11,981 | $21.2K | — | New |
| 12 | Cerity Partners#12 · 11,608 sh | 11,608 | $20.5K | 0.00% | +0.1% |
| 13 | MORGAN STANLEY#13 · 5,225 sh | 5,225 | $9.2K | 0.00% | +422.5% |
| 14 | Selective Wealth Management#14 · 11,277 sh | 11,277 | $7.6K | — | -11.9% |
| 15 | SouthState Bank#15 · 3,939 sh | 3,939 | $7.0K | <0.01% | 0.0% |
| 16 | Rockefeller Capital Management L.P.#16 · 1,327 sh | 1,327 | $2.4K | 0.00% | +6.7% |
| 17 | HARBOUR INVESTMENTS#17 · 800 sh | 800 | $1.4K | 0.00% | 0.0% |
| 18 | New England Capital Financial Advisors#18 · 700 sh | 700 | $1.2K | <0.01% | 0.0% |
| 19 | UBS Group AG#19 · 689 sh | 689 | $1.2K | 0.00% | -7.8% |
| 20 | Caitong International Asset Management , Ltd#20 · 5 sh | 5 | $9.00 | 0.00% | +400.0% |
| 21 | WELLS FARGO & COMPANY#21 · 0 sh | 0 | $0.00 | 0.00% | New |
Funds that sold out of MVO in Q2 2026 (6)
Held MVO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| XTX Topco Ltd34,048 sh | 34,048 | $76.9K |
| Jaffetilchin Investment Partners10,000 sh | 10,000 | $22.6K |
| OSAIC4,500 sh | 4,500 | $10.2K |
| Western Wealth Management2,095 sh | 2,095 | $4.7K |
| IFP Advisors1,000 sh | 1,000 | $2.3K |
| Advisory Services Network1 sh | 1 | $1.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.