MV Oil Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 02/17/2026 | 103.52 K | $128.36 K | 452.38% | 0.90% |
| SYMPHONY FINANCIAL, LTD. CO. | 02/11/2026 | 70.77 K | $85.64 K | 1.90% | 0.62% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 63.00 K | $78.12 K | -4.26% | 0.55% |
| GROUP ONE TRADING, L.P. | 02/12/2026 | 56.78 K | $70.41 K | 100.00% | 0.49% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 49.11 K | $60.90 K | 0.77% | 0.43% |
| XTX TOPCO LTD | 02/17/2026 | 36.35 K | $45.08 K | 100.00% | 0.32% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 28.61 K | $35.00 K | 100.00% | 0.25% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 23.74 K | $29.00 K | 92.20% | 0.21% |
| HRT FINANCIAL LP | 02/12/2026 | 23.34 K | $28.00 K | 100.00% | 0.20% |
| SELECTIVE WEALTH MANAGEMENT, INC. | 01/16/2026 | 14.91 K | $33.69 K | -30.45% | 0.13% |
| CITADEL ADVISORS LLC | 02/17/2026 | 14.70 K | $18.23 K | -9.26% | 0.13% |
| CWM, LLC | 01/26/2026 | 13.00 K | $16.00 K | -27.78% | 0.11% |
| TWO SIGMA SECURITIES, LLC | 02/17/2026 | 12.18 K | $15.10 K | 100.00% | 0.11% |
| CERITY PARTNERS LLC | 02/11/2026 | 11.60 K | $14.15 K | 0.00% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 10.83 K | $13.00 K | -65.52% | 0.09% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 9.54 K | $11.64 K | 0.00% | 0.08% |
| MORGAN STANLEY | 02/13/2026 | 7.30 K | $9.05 K | -87.92% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 4.50 K | $5.58 K | 462.50% | 0.04% |
| SOUTHSTATE CORP | 02/11/2026 | 3.94 K | $4.81 K | 0.00% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 3.25 K | $4.03 K | 0.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 1.16 K | $1.43 K | -57.61% | 0.01% |
| 02/18/2026 | 865 | $1.06 M | 100.00% | 0.01% | |
| UBS GROUP AG | 01/29/2026 | 747 | $926 | -16.63% | 0.01% |
| NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | 02/02/2026 | 700 | $868 | 0.00% | 0.01% |
| INLIGHT WEALTH MANAGEMENT, LLC | 01/23/2026 | 500 | $610 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| MARSHALL WACE, LLP | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| GPS WEALTH STRATEGIES GROUP, LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
MV Oil Trust institutional Ownership - FAQ's
During the previous two years, 37 institutional investors and hedge funds held shares of MV Oil Trust. The most heavily invested institutionals were:
CITADEL ADVISORS LLC: 103,516
Symphony Financial, Ltd. Co.: 70,774
GROUP ONE TRADING, L.P.: 56,779
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 49,110
XTX Topco Ltd: 36,352
ACADIAN ASSET MANAGEMENT LLC: 28,605
4.24% of MV Oil Trust stock is owned by institutional investors.
Institutional investors have bought a total of 551.98 K shares in the last 24 months. This purchase volume represents approximately $1.04 M in transactions.