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MV Oil Trust shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of MV Oil Trust (MVO) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in MV Oil Trust

Tip: Access up to 7 years of quarterly data

All positions including MV Oil Trust held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MV Oil Trust by New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.5k 700 10.69
2023-12-31 $8.4k 700 12.02
2023-09-30 $9.5k 700 13.63
2023-06-30 $8.9k 700 12.77
2023-03-31 $8.3k 700 11.86
2022-12-31 $11k 700 15.71

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Spdr Ser Tr Bloomberg Invt (FLRN)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

Top funds holding MV Oil Trust

Significant Wealth Partners
Symphony Financial
Selective Wealth Management
Cambridge Investment Research Advisors
Redhawk Wealth Advisors
CWM
Janney Montgomery Scott
Wolverine Trading
Bank of America Corporation
SCBT Financial Corporation
Royal Bank of Canada
Creekmur Asset Management
Huntington National Bank
UBS Group
Us Bancorp

View all funds holding MV Oil Trust