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MV Oil Trust shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of MV Oil Trust (MVO) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in MV Oil Trust

Tip: Access up to 7 years of quarterly data

All positions including MV Oil Trust held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MV Oil Trust by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $97k 17k 5.56

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Top funds holding MV Oil Trust

Susquehanna International
Symphony Financial
Citadel Advisors
GSA Capital Partners
Janney Montgomery Scott
Selective Wealth Management
Marshall Wace
CWM
HPM Partners
Cambridge Investment Research Advisors
Hanson McClain Advisors
SCBT Financial Corporation
Rockefeller Capital Management
Advisor Group Holdings
UBS Group

View all funds holding MV Oil Trust