MV Oil Trust Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of MVO?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders25,0960.218%
Institutions251,4812.19%
Hedge Funds991,0188.62%
Private Companies2,875,00025%
General Public7,357,40564%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 36.02% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
25%
MV Energy, LLC
2,875,000US$23.2m0%no data
8.62%
RR Advisors, LLC
991,018US$8.0m0%2.09%
0.6%
Symphony Financial, Ltd. Co.
69,360US$559.0k1.91%0.09%
0.33%
Selective Wealth Management, Inc.
37,641US$303.4k-34.7%0.12%
0.27%
Cambridge Investment Research Advisors, Inc.
31,328US$252.5k1.79%no data
0.23%
Susquehanna International Group, LLP, Asset Management Arm
26,637US$214.7k-22.1%no data
0.22%
Robert Raymond
25,096US$202.3k0%no data
0.16%
Carson Wealth Management Group
18,000US$145.1k0%no data
0.15%
UBS Asset Management AG
16,827US$135.6k1,250%no data
0.11%
RIA Advisory Group, LLC
12,525US$100.9k4.38%0.04%
0.088%
Morgan Stanley, Investment Banking and Brokerage Investments
10,101US$81.4k304%no data
0.06%
BlackRock, Inc.
6,944US$56.0k-75%no data
0.04%
Group One Trading LP, Asset Management Arm
4,600US$37.1k0%no data
0.036%
Royal Bank of Canada, Banking & Securities Investments
4,150US$33.5k31.8%no data
0.035%
SCBT Financial Corp., Asset Management Arm
4,000US$32.2k0%no data
0.02%
Merrill Lynch & Co. Inc., Banking Investments
2,250US$18.1k-11.8%no data
0.017%
CNB Bank, Asset Management Arm
1,953US$15.7k0%0.01%
0.014%
Osaic Wealth, Inc. , Asset Management Arm
1,661US$13.4k3.04%no data
0.0096%
Simplex Trading, LLC, Asset Management Arm
1,103US$8.9k0%no data
0.0087%
Bank of America Corporation, Asset Management Arm
1,000US$8.1k0%no data
0.0061%
New England Capital Financial Advisors LLC
700US$5.6k0%no data
0.0035%
Winch Financial, LLC, Asset Management Arm
400US$3.2k0%no data
0.0017%
Securities America Advisors, Inc.
200US$1.6k0%no data
0.00087%
Harbour Investments, Inc.
100US$806.40%no data
0.00001%
Wells Fargo & Company, Securities and Brokerage Investments
1US$9.30%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/24 17:30
End of Day Share Price 2024/12/24 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

MV Oil Trust is covered by 3 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Darren HorowitzRaymond James & Associates
John KangRBC Capital Markets
Pankaj KumarVirtua Research Inc.