Symphony Financial, Ltd. Co.

Position in MVO — MV Oil Trust

CIK 1800687 HOUSTON, TX

Position in MVO

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$165,775

+$78,016 QoQ

Shares Held

73,352

+3.6% QoQ

Ownership

0.638%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

Symphony Financial, Ltd. Co. holds $2,276,697 across 5 Oil & Gas E&P names. MVO ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FANG	Diamondback Energy, Inc.	3,955	$782,259
2	COP	Conocophillips	5,923	$781,836
3	KRP	Kimbell Royalty Partners, LP	19,732	$285,522
4	EQT	EQT Corp	4,106	$261,305
5	MVO	MV Oil Trust This page	73,352	$165,775

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$165,775	73,352	+3.6%	Shares	Sole	2026-05-01
2025-12-31	$87,759	70,774	+1.9%	Shares	Sole	2026-02-11
2025-09-30	$390,337	69,455	+1.5%	Shares	Sole	2025-10-31
2025-06-30	$394,248	68,446	+3.7%	Shares	Sole	2025-08-15
2024-12-31	$529,787	65,976	-4.9%	Shares	Sole	2025-01-24
2024-09-30	$656,145	69,360	+1.9%	Shares	Sole	2024-10-21
2024-06-30	$641,106	68,058	+1.4%	Shares	Sole	2024-07-18
2024-03-31	$717,331	67,103	+1.6%	Shares	Sole	2024-04-17
2023-12-31	$793,764	66,037	-3.5%	Shares	Sole	2024-01-18
2023-09-30	$933,191	68,466	+0.6%	Shares	Sole	2023-11-07
2023-06-30	$868,832	68,037	-13.2%	Shares	Sole	2023-07-12
2023-03-31	$929,657	78,386	+0.0%	Shares	Sole	2023-05-03
2022-12-31	$1,279,439	78,349	-0.6%	Shares	Sole	2023-01-26
2022-09-30	$982,508	78,853	+2.2%	Shares	Sole	2022-10-28
2022-06-30	$868,061	77,161	+1.2%	Shares	Sole	2022-07-18
2022-03-31	$898,578	76,280	+11.4%	Shares	Sole	2022-05-13
2021-12-31	$604,819	68,496	+0.2%	Shares	Sole	2022-01-19
2021-09-30	$592,759	68,369	+2.5%	Shares	Sole	2021-10-12
2021-06-30	$565,751	66,716	-19.9%	Shares	Sole	2021-07-13
2021-03-31	$361,417	83,276	+19.6%	Shares	Sole	2021-04-15
2020-12-31	$217,192	69,613	+11.8%	Shares	Sole	2021-01-13
2020-09-30	$142,025	62,292	-17.5%	Shares	Sole	2020-10-09
2020-06-30	$316,487	75,534	+21.0%	Shares	Sole	2020-07-08
2020-03-31	$149,772	62,405	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.