Across its top 20 institutional holders, MVO's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 32/100).

Quarterly Activity

Recent Activity

+$579.2K

Total Buy Value

$553.6K

Total Sell Value

New buy7

Trim6

Add5

Sold out7

Net Buyers

Net Sellers

Smart Money Convergence

MVO does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/MVO

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-09

2026-07-09

No AI summary for this filing type

View Full Filing (SEC EDGAR)

2026-07-02

MV Oil Trust issued a press release on July 2, 2026, announcing its quarterly distribution for the payment period ended June 30, 2026. The press release is attached as Exhibit 99.1 to this Form 8-K filing and is furnished, not filed, under SEC rules.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

553859109

FAQ

Who are the top institutional investors holding MV OIL TRUST (MVO)?

Major stakeholders currently include Symphony Financial, Ltd. Co. ($165.4K), Jane Street Group, LLC ($129.9K), Bank Of America CORP /de/ ($125.9K). Based on the latest 13F filings, there are a total of 24 tracked investment funds and institutions maintaining positions in MVO.

What is the overall institutional sentiment toward MVO recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $337.1K, driven by 12 managers accumulating shares while 13 reduced their exposure.

Which institutions have been selling or reducing their MVO positions?

In the latest period, 6 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $553.6K.

Are there any notable investors adding MVO to their portfolios?

Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 5 existing holders added to their shares. The total reported buy value for the quarter amounted to $579.2K.