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MV Oil Trust (MVO)
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Upturn Advisory Summary
01/09/2026: MVO (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -24.47% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 66.12M USD | Price to earnings Ratio 4.39 | 1Y Target Price 43 |
Price to earnings Ratio 4.39 | 1Y Target Price 43 | ||
Volume (30-day avg) - | Beta -0.19 | 52 Weeks Range 4.42 - 9.26 | Updated Date 06/29/2025 |
52 Weeks Range 4.42 - 9.26 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 21.83% | Basic EPS (TTM) 1.31 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 94.1% | Operating Margin (TTM) 92.22% |
Management Effectiveness
Return on Assets (TTM) 227.92% | Return on Equity (TTM) 36.47% |
Valuation
Trailing PE 4.39 | Forward PE - | Enterprise Value 65001490 | Price to Sales(TTM) 4.13 |
Enterprise Value 65001490 | Price to Sales(TTM) 4.13 | ||
Enterprise Value to Revenue 4.06 | Enterprise Value to EBITDA 4.31 | Shares Outstanding 11500000 | Shares Floating 7608860 |
Shares Outstanding 11500000 | Shares Floating 7608860 | ||
Percent Insiders 25.22 | Percent Institutions 10.32 |
Upturn AI SWOT
MV Oil Trust
Company Overview
History and Background
MV Oil Trust (MVOT) is a Delaware statutory trust formed in 2005. It owns a net overriding royalty interest (NORI) in oil and gas properties in the San Juan Basin of New Mexico and Colorado. The Trust's primary purpose is to distribute net proceeds from its royalty interest to its unitholders. There are no significant milestones or evolution beyond its initial formation as a royalty trust.
Core Business Areas
- Royalty Interest: MV Oil Trust's sole business is holding and receiving royalty payments from the underlying oil and gas producing properties. These payments are derived from the sale of oil and natural gas produced from these specific wells.
Leadership and Structure
MV Oil Trust is managed by an appointed trustee, MV Partners, LLC, which acts as the general partner. This structure is typical for royalty trusts, where the focus is on the management and distribution of revenues from underlying assets rather than direct operational control of those assets.
Top Products and Market Share
Key Offerings
- Oil and Natural Gas Royalties: The 'product' of MV Oil Trust is the revenue generated from its overriding royalty interest in the production of oil and natural gas. Market share is not applicable in the traditional sense as the Trust does not operate or sell commodities. Its revenue is directly tied to the production and market prices of oil and gas from its specific royalty acreage. Competitors are essentially other royalty interests and direct producers in the same basin who may impact overall supply and pricing, but there's no direct product-level competition for the Trust itself.
Market Dynamics
Industry Overview
MV Oil Trust operates within the upstream oil and natural gas sector, specifically focused on royalty interests. This sector is highly dependent on commodity prices (oil and natural gas), global supply and demand dynamics, regulatory environments, and exploration and production activity. The industry is cyclical and volatile.
Positioning
MV Oil Trust is positioned as a passive income generator for its unitholders, deriving revenue from existing, mature production in the San Juan Basin. Its competitive advantage lies in its established royalty stream, but it lacks the ability to influence production volumes or costs, making it highly susceptible to price fluctuations.
Total Addressable Market (TAM)
The TAM for MV Oil Trust is effectively the total value of oil and gas produced from its royalty acreage. This is not a market it actively participates in as a seller but rather as a recipient of revenue. Its 'position' is dictated by the volume of production and the prevailing market prices for those commodities.
Upturn SWOT Analysis
Strengths
- Established royalty interest in producing assets.
- Passive income generation for unitholders.
- Low operational overhead due to trust structure.
Weaknesses
- Dependence on production volumes from underlying wells.
- Vulnerability to commodity price volatility.
- Limited ability to control production or costs.
- Finite life of the underlying oil and gas reserves.
Opportunities
- Potential for increased production from existing wells if enhanced recovery methods are implemented by operators.
- Favorable commodity price environments.
- Acquisition of additional royalty interests (though not currently a focus).
Threats
- Decline in production from underlying wells.
- Sustained low commodity prices.
- Increased operating costs by the underlying operators, which could reduce net revenue.
- Environmental regulations impacting production.
- Changes in tax laws affecting trusts.
Competitors and Market Share
Key Competitors
- ConocoPhillips (COP)
- BP plc (BP)
- EOG Resources (EOG)
- Pioneer Natural Resources (PXD)
- Devon Energy (DVN)
- Occidental Petroleum (OXY)
Competitive Landscape
MV Oil Trust's competitive landscape is not defined by direct product competition but by its position as a royalty interest holder in a mature basin. The larger integrated oil and gas companies listed above are competitors in the broader sense of exploration, production, and market pricing influence. MV Oil Trust's advantage is its simplified structure and focus on existing cash flows, but it lacks the scale, operational control, and diversification of these major players.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the production trends of the underlying assets and commodity price cycles. As the underlying wells are mature, a natural decline in production is expected over time, impacting revenue and distributions.
Future Projections: Future projections are highly dependent on the remaining reserves in the San Juan Basin properties and future commodity prices. Without significant new discoveries or enhanced recovery techniques implemented by the operators, a declining growth trajectory is more likely.
Recent Initiatives: As a royalty trust, MV Oil Trust does not undertake operational or strategic growth initiatives in the traditional sense. Its 'initiatives' would be limited to ensuring proper management of its royalty interest and efficient distribution of proceeds.
Summary
MV Oil Trust functions as a royalty trust, providing passive income derived from oil and gas production in the San Juan Basin. Its primary strength is its established royalty stream, but it is significantly weakened by its dependence on volatile commodity prices and declining production from mature wells. The Trust faces threats from market volatility and operational challenges by underlying producers. It needs to closely monitor production levels and commodity prices to maintain distributions for its unitholders.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q, etc.)
- Financial news websites
- Industry analysis reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute investment advice. Financial data and market share percentages are estimates and subject to change. MV Oil Trust's structure as a trust may lead to unique reporting and analytical considerations compared to traditional corporations.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About MV Oil Trust
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 2007-01-19 | CEO - | ||
Sector Energy | Industry Oil & Gas E&P | Full time employees - | |
Full time employees - | |||
MV Oil Trust acquires and holds term net profits interests in the oil and natural gas properties of MV Partners, LLC. Its properties are located in the Mid-Continent region in the states of Kansas and Colorado. MV Oil Trust was incorporated in 2006 and is based in Houston, Texas.
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