Ownership history in Selective Wealth Management, Inc. · 15 quarters on record
This page tracks every 13F SEC filing in which Selective Wealth Management, Inc. reported a position in MV OIL TR (MVO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 14,906 | -6,526 | -30.4% | 0.01% | $34K | $1.16 |
| 2025 Q3 | REDUCED | 21,432 | -2,289 | -9.6% | 0.04% | $127K | $5.09 |
| 2025 Q2 | REDUCED | 23,721 | -2,775 | -10.5% | 0.05% | $139K | $5.05 |
| 2025 Q1 | REDUCED | 26,496 | -2,977 | -10.1% | 0.07% | $164K | $4.52 |
| 2024 Q4 | REDUCED | 29,473 | -8,168 | -21.7% | 0.10% | $253K | $6.54 |
| 2024 Q3 | REDUCED | 37,641 | -20,033 | -34.7% | 0.15% | $370K | $7.46 |
| 2024 Q2 | REDUCED | 57,674 | -5,512 | -8.7% | 0.23% | $532K | $7.12 |
| 2024 Q1 | REDUCED | 63,186 | -2,370 | -3.6% | 0.28% | $653K | $7.82 |
| 2023 Q4 | REDUCED | 65,556 | -4,099 | -5.9% | 0.40% | $798K | $8.46 |
| 2023 Q3 | REDUCED | 69,655 | -10,688 | -13.3% | 0.47% | $853K | $9.32 |
As of 2025 Q4 — sorted by position size