MV Oil Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SYMPHONY FINANCIAL, LTD. CO. | 08/04/2026 | 75.81 K | $122.80 K | 3.34% | 0.66% |
| JANE STREET GROUP, LLC | 08/14/2026 | 69.50 K | $123.01 K | 102.11% | 0.60% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 55.71 K | $98.60 K | 0.00% | 0.48% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 35.93 K | $63.59 K | 90.81% | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 35.30 K | $62.48 K | 157.66% | 0.31% |
| HRT FINANCIAL LP | 08/14/2026 | 24.54 K | $43.00 K | 2.48% | 0.21% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 20.32 K | $35.00 K | 0.00% | 0.18% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 08/12/2026 | 19.19 K | $33.96 K | 3.11% | 0.17% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 14.54 K | $25.74 K | 0.00% | 0.13% |
| CITADEL ADVISORS LLC | 09/02/2026 | 14.29 K | $25.29 K | -27.98% | 0.12% |
| JANE STREET GROUP, LLC | 08/14/2026 | 13.90 K | $24.60 K | 15.83% | 0.12% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 12.55 K | $22.22 K | 100.00% | 0.11% |
| LEADING EDGE FINANCIAL PLANNING LLC | 08/06/2026 | 11.98 K | $21.21 K | 100.00% | 0.10% |
| CERITY PARTNERS LLC | 08/14/2026 | 11.61 K | $20.55 K | 0.07% | 0.10% |
| SELECTIVE WEALTH MANAGEMENT, INC. | 07/20/2026 | 11.28 K | $7.60 K | -11.94% | 0.10% |
| JANE STREET GROUP, LLC | 08/14/2026 | 10.80 K | $19.12 K | -2.70% | 0.09% |
| MORGAN STANLEY | 08/13/2026 | 5.23 K | $9.25 K | 422.50% | 0.05% |
| SOUTHSTATE CORP | 08/06/2026 | 3.94 K | $6.97 K | 0.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 1.33 K | $2.35 K | 6.67% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 800 | $1.42 K | 0.00% | 0.01% |
| NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | 07/27/2026 | 700 | $1.24 K | 0.00% | 0.01% |
| UBS GROUP AG | 08/13/2026 | 689 | $1.22 K | -7.76% | 0.01% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 5 | $9 | 400.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| IFP ADVISORS, INC | 07/20/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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MV Oil Trust institutional Ownership - FAQ's
During the previous two years, 40 institutional investors and hedge funds held shares of MV Oil Trust. The most heavily invested institutionals were:
Symphony Financial, Ltd. Co.: 75,805
JANE STREET GROUP, LLC: 69,496
BANK OF AMERICA CORP /DE/: 55,708
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 35,928
HRT FINANCIAL LP: 24,538
ACADIAN ASSET MANAGEMENT LLC: 20,316
3.39% of MV Oil Trust stock is owned by institutional investors.
Institutional investors have bought a total of 465.53 K shares in the last 24 months. This purchase volume represents approximately $1.06 M in transactions.