Selective Wealth Management, Inc.

Position in MVO — MV Oil Trust

CIK 1755670 FOREST, VA

Position in MVO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$19,960

-$8,981 QoQ

Shares Held

11,277

-11.9% QoQ

Ownership

0.098%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

of 1 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Selective Wealth Management, Inc. holds $19,960 across 1 Oil & Gas E&P name. MVO ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MVO	MV Oil Trust This page	11,277	$19,960

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,960	11,277	-11.9%	Shares	Sole	2026-07-20
2026-03-31	$28,941	12,806	-14.1%	Shares	Sole	2026-04-30
2025-12-31	$18,483	14,906	-30.4%	Shares	Sole	2026-01-16
2025-09-30	$120,447	21,432	-9.6%	Shares	Sole	2025-10-10
2025-06-30	$136,632	23,721	-10.5%	Shares	Sole	2025-07-10
2025-03-31	$143,078	26,496	-10.1%	Shares	Sole	2025-04-14
2024-12-31	$236,668	29,473	-21.7%	Shares	Sole	2025-01-15
2024-09-30	$356,083	37,641	-34.7%	Shares	Sole	2024-10-09
2024-06-30	$543,289	57,674	-8.7%	Shares	Sole	2024-07-10
2024-03-31	$675,458	63,186	-3.6%	Shares	Sole	2024-04-11
2023-12-31	$787,983	65,556	-5.9%	Shares	Sole	2024-01-05
2023-09-30	$949,397	69,655	-13.3%	Shares	Sole	2023-10-10
2023-06-30	$1,025,980	80,343	-10.9%	Shares	Sole	2023-07-11
2022-12-31	$1,472,296	90,159	-65.1%	Shares	Sole	2023-01-23
2022-09-30	$3,221,109	258,516	-1.4%	Shares	Sole	2022-10-21
2022-06-30	$2,950,312	262,250	+73.7%	Shares	Sole	2022-07-28
2022-03-31	$1,778,850	151,006	—	Shares	Sole	2022-04-20
No filing history on record for this holder in this stock.