MVO
MV Oil Trust
$1.52
-3.80%
$17.5M
No data for this timeframe.
Vol
Market Cap$17.5M
Cap SizeNano Cap
Inst. Holders10 funds
Inst. Value$307.7K
Inst. Activity2 buys / 1 sells
SEC Reports1
Recent Activity
Apr 21, 2026
SEC
MV Oil Trust announced a $1.955M distribution ($0.170 per unit) for Q1 2026, based on $2.69M in net profits from underly
8-K — Impact 4/10
Inst.
BANK OF AMERICA CORP — DOUBLED
55,708 shares ($125.9K)
Inst.
Allworth Financial LP — ADD
14,542 shares ($32.4K)
May 6, 2026
earnings_calendar
MVO Q1 2026 Earnings Scheduled — 2026-05-06
Analyst Ratings
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jan 8, 2014 | Raymond James | UPGRADE | Underperform → Market Perform |
| Oct 8, 2013 | Raymond James | DOWNGRADE | Market Perform → Underperform |
| Apr 9, 2013 | Raymond James | UPGRADE | Underperform → Market Perform |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BANK OF AMERICA CORP | $125.9K | DOUBLED |
| CITADEL ADVISORS LLC | $44.8K | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $42.6K | — |
| Allworth Financial LP | $32.4K | ADD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $31.0K | — |
10 institutional holders with $307.7K total value (160,402 shares) as of 2026-Q1. Top holders: BANK, CITADEL, SUSQUEHANNA. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 55,708 | $125.9K | 40.9% | DOUBLED +1614.1% |
| 2 | CITADEL ADVISORS LLC | 19,835 | $44.8K | 14.6% | — |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,829 | $42.6K | 13.8% | — |
| 4 | Allworth Financial LP | 14,542 | $32.4K | 10.5% | ADD +52.4% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,700 | $31.0K | 10.1% | — |
| 6 | Cerity Partners LLC | 11,600 | $25.9K | 8.4% | — |
| 7 | Rockefeller Capital Management L.P. | 1,244 | $2.8K | 0.9% | TRIM -57.6% |
| 8 | MORGAN STANLEY | 1,000 | $2.3K | 0.7% | NEAR_EXIT -86.3% |
| 9 | HRT FINANCIAL LP | 23,944 | $54.00 | 0.0% | — |
| 10 | WELLS FARGO & COMPANY/MN | — | $1.00 | 0.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | DOUBLED | 3,250 | 55,708 | +1614.1% | $125.9K | 2026-Q1 |
| Allworth Financial LP | ADD | 9,542 | 14,542 | +52.4% | $32.4K | 2026-Q1 |
| MORGAN STANLEY | NEAR_EXIT | 7,301 | 1,000 | -86.3% | $2.3K | 2026-Q1 |
| MORGAN STANLEY | NEAR_EXIT | 60,432 | 7,301 | -87.9% | $9.1K | 2025-Q4 |
| Rockefeller Capital Management L.P. | TRIM | 2,727 | 1,156 | -57.6% | $1.4K | 2025-Q4 |
| CWM, LLC | TRIM | 18,000 | 13,000 | -27.8% | $16.00 | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 23,890 | 60,432 | +153.0% | $339.6K | 2025-Q3 |
| UBS Group AG | DOUBLED | 347 | 896 | +158.2% | $5.0K | 2025-Q3 |
| UBS Group AG | NEAR_EXIT | 8,582 | 347 | -96.0% | $2.0K | 2025-Q2 |
| UBS Group AG | DOUBLED | 4,219 | 8,582 | +103.4% | $46.3K | 2025-Q1 |
| ROYAL BANK OF CANADA | ADD | 3,150 | 6,150 | +95.2% | $33.0K | 2025-Q1 |
| MORGAN STANLEY | ADD | 1,271 | 1,851 | +45.6% | $10.0K | 2025-Q1 |
| BlackRock, Inc. | DOUBLED | 6,944 | 19,415 | +179.6% | $155.9K | 2024-Q4 |
| UBS Group AG | TRIM | 16,827 | 4,219 | -74.9% | $33.9K | 2024-Q4 |
| MORGAN STANLEY | NEAR_EXIT | 10,101 | 1,271 | -87.4% | $10.2K | 2024-Q4 |
| MORGAN STANLEY | DOUBLED | 2,503 | 10,101 | +303.6% | $95.6K | 2024-Q3 |
| ROYAL BANK OF CANADA | ADD | 3,150 | 4,150 | +31.7% | $39.0K | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 4.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
1 analyst firms have rated this stock: 2 upgrades, 1 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jan 8, 2014 | Raymond James | UPGRADE | Underperform | Market Perform |
| Oct 8, 2013 | Raymond James | DOWNGRADE | Market Perform | Underperform |
| Apr 9, 2013 | Raymond James | UPGRADE | Underperform | Market Perform |
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 6, 2026
earnings_calendar
MVO Q1 2026 Earnings Scheduled — 2026-05-06
Mar 18, 2026
earnings_calendar
MVO Q4 2025 Earnings Scheduled — 2026-03-18