MV Oil Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SYMPHONY FINANCIAL, LTD. CO. | 05/01/2026 | 73.35 K | $165.41 K | 3.64% | 0.64% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 55.71 K | $125.90 K | 1,614.09% | 0.48% |
| JANE STREET GROUP, LLC | 05/12/2026 | 34.39 K | $77.71 K | 100.00% | 0.30% |
| XTX TOPCO LTD | 05/15/2026 | 34.05 K | $76.95 K | -6.34% | 0.30% |
| HRT FINANCIAL LP | 05/14/2026 | 23.94 K | $54.00 K | 2.59% | 0.21% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 20.32 K | $45.00 K | -28.98% | 0.18% |
| CITADEL ADVISORS LLC | 05/15/2026 | 19.84 K | $44.83 K | -80.84% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 18.83 K | $42.55 K | -61.66% | 0.16% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 05/11/2026 | 18.61 K | $42.06 K | 100.00% | 0.16% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 14.54 K | $32.43 K | 52.40% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 13.70 K | $30.96 K | -78.25% | 0.12% |
| SELECTIVE WEALTH MANAGEMENT, INC. | 04/30/2026 | 12.81 K | $32.78 K | -14.09% | 0.11% |
| JANE STREET GROUP, LLC | 05/12/2026 | 12.00 K | $27.12 K | 100.00% | 0.10% |
| CERITY PARTNERS LLC | 05/15/2026 | 11.60 K | $25.87 K | 0.00% | 0.10% |
| JANE STREET GROUP, LLC | 05/12/2026 | 11.10 K | $25.09 K | 100.00% | 0.10% |
| JAFFETILCHIN INVESTMENT PARTNERS, LLC | 05/13/2026 | 10.00 K | $22.60 K | 100.00% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 4.50 K | $10.17 K | 0.00% | 0.04% |
| SOUTHSTATE CORP | 05/05/2026 | 3.94 K | $8.78 K | 0.00% | 0.03% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 2.10 K | $4.74 K | 100.00% | 0.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 1.24 K | $2.81 K | 7.61% | 0.01% |
| MORGAN STANLEY | 05/15/2026 | 1.00 K | $2.26 K | -86.30% | 0.01% |
| IFP ADVISORS, INC | 04/13/2026 | 1.00 K | $2.26 K | 100.00% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 800 | $1.81 K | 100.00% | 0.01% |
| UBS GROUP AG | 05/05/2026 | 747 | $1.69 K | 0.00% | 0.01% |
| NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | 04/27/2026 | 700 | $1.58 K | 0.00% | 0.01% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 40 | $90 | 100.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 05/11/2026 | 1 | $2 | 100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 1 | $1 | 100.00% | 0.00% |
| GROUP ONE TRADING, L.P. | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| GSA CAPITAL PARTNERS LLP | 05/08/2026 | 0 | $0 | -100.00% | 0.00% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| CWM, LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| INLIGHT WEALTH MANAGEMENT, LLC | 05/04/2026 | 0 | $0 | -100.00% | 0.00% |
| 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
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MV Oil Trust institutional Ownership - FAQ's
During the previous two years, 43 institutional investors and hedge funds held shares of MV Oil Trust. The most heavily invested institutionals were:
Symphony Financial, Ltd. Co.: 73,352
BANK OF AMERICA CORP /DE/: 55,708
JANE STREET GROUP, LLC: 34,385
XTX Topco Ltd: 34,048
HRT FINANCIAL LP: 23,944
ACADIAN ASSET MANAGEMENT LLC: 20,316
3.17% of MV Oil Trust stock is owned by institutional investors.
Institutional investors have bought a total of 429.66 K shares in the last 24 months. This purchase volume represents approximately $975.32 K in transactions.