New England Capital Financial Advisors LLC MVO — MV OIL TR

Ownership history in New England Capital Financial Advisors LLC  ·  15 quarters on record

AI Ownership Summary

New England Capital Financial Advisors LLC reported MV OIL TR (MVO) in 15 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows MVO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New England Capital Financial Advisors LLC's position in MV OIL TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MVO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How New England Capital Financial Advisors LLC held MVO — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 700 — 0% 0.00% $1K 2026-07-27 $0.60
2026 Q1 UNCHANGED — — — 700 — 0% 0.00% $2K 2026-04-27 $0.73
2025 Q4 UNCHANGED — — — 700 — 0% 0.00% $868 2026-02-02 $0.45
2025 Q3 UNCHANGED — — — 700 — 0% 0.00% $4K 2025-10-22 $1.29
2025 Q2 UNCHANGED — — — 700 — 0% 0.00% $4K 2025-08-08 $1.38
2025 Q1 UNCHANGED — — — 700 — 0% 0.00% $4K 2025-05-05 $1.36
2024 Q4 UNCHANGED — — — 700 — 0% 0.00% $6K 2025-02-04 $1.20
2024 Q3 UNCHANGED — — — 700 — 0% 0.00% $7K 2024-10-30 $1.96
2024 Q2 UNCHANGED — — — 700 — 0% 0.00% $7K 2024-07-29 $1.94
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About New England Capital Financial Advisors LLC and MVO

These are the practical questions this page is built to answer before you even open the full history table.

How long has New England Capital Financial Advisors LLC reported owning MVO?

New England Capital Financial Advisors LLC reported MVO across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported MVO position in New England Capital Financial Advisors LLC's portfolio?

The largest reported portfolio weight for MVO was 0.00% in 2024 Q2.

What is the latest reported MVO position on this page?

The most recent filing on this page is 2026 Q2, when New England Capital Financial Advisors LLC reported 700 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this MVO ownership page compare?

The chart compares New England Capital Financial Advisors LLC's quarterly MVO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to New England Capital Financial Advisors LLC Holdings