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Private company

MV Oil Trust

American crude petroleum and natural gas company, incorporated in Delaware1

In its 2026 annual report the company says: “The Trust is a statutory trust created under the Delaware Statutory Trust Act pursuant to a Trust Agreement (as subsequently amended and restated, the “Trust Agreement”) among MV Partners, as trustor, The Bank of New York Mellon Trust Company, N.A., as trustee, and Wilmington Trust Company, as Delaware trustee.”3 It is headquartered in Houston, Texas.1

Last updated Oct 21, 2026.

Overview

  • IndustryCrude Petroleum & Natural Gas1
  • HeadquartersHouston, Texas1
  • Incorporated inDE2
  • Business address601 Travis Street, Floor 16, Houston, Tx 770022

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MV Oil Trust (the “Trust”) was formed in August 2006 by MV Partners, LLC (“MV Partners”). Much of the information disclosed in this Form 10-K has been provided to the Trust by MV Partners, including information associated with the underlying properties (as defined below) such as production and well counts, major producing areas, customer relationships, competition, marketing and post-production services, and certain information on which reserve data is based.3 From its latest annual report

What it owns

What MV Oil Trust reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Properties, in its own words

Reference is made to “Item 1. Business — Description of the Underlying Properties” and “Item 7. Trustee’s Discussion and Analysis of Financial Condition and Results of Operations — Planned Development and Workover Program,” which are incorporated herein by reference.

Item 2 of the 10-K filed Mar 24, 2026.3

Timeline

  1. Jul 9, 20268-K Regulation FD disclosure4
  2. Jul 2, 20268-K Results of operations; Listing notice or transfer5
  3. Apr 2, 20268-K Results of operations6
  4. Jan 6, 20268-K Results of operations7
  5. Oct 3, 20258-K Results of operations8
  6. Jul 3, 20258-K Results of operations9
  7. Apr 4, 20258-K Results of operations10
  8. Jan 6, 20258-K Results of operations11
  9. Oct 4, 20248-K Results of operations12
  10. Jul 5, 20248-K Results of operations13
  11. Apr 5, 20248-K Results of operations14
  12. Jan 5, 20248-K Results of operations15

Calendar

When it reported results

  1. Jul 2, 2026Reported quarterly or annual results5
  2. Apr 2, 2026Reported quarterly or annual results6
  3. Jan 6, 2026Reported quarterly or annual results7
  4. Oct 3, 2025Reported quarterly or annual results8
  5. Jul 3, 2025Reported quarterly or annual results9
  6. Apr 4, 2025Reported quarterly or annual results10
  7. Jan 6, 2025Reported quarterly or annual results11
  8. Oct 4, 2024Reported quarterly or annual results12

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

43 filings to the SEC since October 2021: 5 annual reports, 14 quarterly reports, 21 major events, 3 other. The latest 20:

  1. Jul 28, 202615-12G EDGAR
  2. Jul 14, 202625 EDGAR
  3. Jul 9, 20268-K EDGAR
  4. Jul 2, 20268-K EDGAR
  5. May 13, 202610-Q EDGAR
  6. Apr 2, 20268-K EDGAR
  7. Mar 24, 202610-K EDGAR
  8. Mar 5, 2026144 EDGAR
  9. Jan 6, 20268-K EDGAR
  10. Nov 10, 202510-Q EDGAR
  11. Oct 3, 20258-K EDGAR
  12. Aug 12, 202510-Q EDGAR
  13. Jul 3, 20258-K EDGAR
  14. May 8, 202510-Q EDGAR
  15. Apr 4, 20258-K EDGAR
  16. Mar 20, 202510-K EDGAR
  17. Jan 6, 20258-K EDGAR
  18. Nov 7, 202410-Q EDGAR
  19. Oct 4, 20248-K EDGAR
  20. Aug 9, 202410-Q EDGAR

The 43 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

SEC filer profile

How MV Oil Trust is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARMV Oil Trust1
  • CIK0001371782
  • Employer ID (EIN)06-65543311
  • Incorporated inDelaware1
  • Fiscal year endsDecember 311
  • Industry code (SIC)1311 Crude Petroleum & Natural Gas1
  • SEC reviewing officeOffice of Energy & Transportation, Division of Corporation Finance1
  • Business address601 Travis Street, Floor 16, Houston, TX 770021
  • Phone512-236-65991
  • On EDGAR sinceAug 14, 20061
  • Filings204 in all: 8-K (86), 10-Q (58), 10-K (20), 4 (6), UPLOAD (6), S-1/A (5), SC 13G (4), SC 13G/A (4)1
    All 18 form types

    3 (3), CORRESP (3), CERTNYS (2), 144 (1), 15-12G (1), 25 (1), 424B4 (1), 8-A12B (1), EFFECT (1), S-1 (1)

  • Latest filingsAnnual report (10-K) Mar 24, 2026
    Quarterly report (10-Q) May 13, 2026
    Latest 8-K (8-K) Jul 9, 2026

Risk factors and legal proceedings

The risks MV Oil Trust names in Item 1A of its 10-K filed Mar 24, 2026: 32 risks under these headings, as written.3

  • Operating Risks
  • Prices of oil, natural gas and natural gas liquids fluctuate, and lower prices could reduce proceeds to the Trust and cash distributions to Trust unitholders.
  • Actual reserves and future production may be less than current estimates of proved reserves, which could reduce cash distributions by the Trust and the value of the Trust Units.
  • Risks associated with the production, gathering, transportation and sale of oil, natural gas and natural gas liquids could adversely affect cash distributions by the Trust.
  • The ability or willingness of OPEC and other oil exporting nations to set and maintain production levels has a significant impact on oil and natural gas commodity prices, which could reduce the amount of cash available for distribution to Trust unitholders.
  • Production of oil, natural gas and natural gas liquids on the underlying properties could be materially and adversely affected by severe or unseasonable weather.
  • Shortages or increases in costs of oil field equipment, services and qualified personnel available to MV Partners could reduce the amount of cash available for distribution to Trust unitholders.
  • Financial Risks
  • The reserves attributable to the underlying properties are depleting assets and production from those reserves will diminish over time. Furthermore, the Trust is precluded from acquiring other oil and natural gas properties or net profits interests to replace the depleting assets and production.
  • The amount of cash available for distribution by the Trust will be reduced by the amount of any production and development costs, taxes, capital expenditures and post-production costs.
  • The Trust has established a cash reserve for contingent liabilities and to pay expenses in accordance with the Trust Agreement, which would reduce net profits payable to the Trust and distributions to Trust unitholders.
  • A purchaser’s failure to pay MV Partners for purchased production could have a significant adverse impact on MV Partners, which in turn could result in MV Partners not having sufficient net proceeds attributable to the net profits interest for MV Partners to distribute cash to the Trust.
The other 22 risks
  • If the financial position of MV Partners degrades in the future, MV Partners may not be able to satisfy its obligations to the Trust.
  • Risks Related to the Structure of the Trust
  • The Trust and the public Trust unitholders have no voting or managerial rights with respect to MV Partners, the operator of the underlying properties. As a result, public Trust unitholders have no ability to influence the operation of the underlying properties.
  • MV Partners may transfer all or a portion of the underlying properties at any time, subject to specified limitations, and MV Partners may abandon individual wells or properties that it reasonably believes to be uneconomic. Under these circumstances, Trust unitholders have no ability to prevent MV Partners from transferring the underlying properties to another operator, even if the Trust unitholders do not believe that operator would operate the underlying properties in the same manner as MV Partners.
  • The Trustee may, under certain circumstances, sell the net profits interest and dissolve the Trust prior to the expected termination of the Trust. As a result, Trust unitholders may not recover their investment.
  • Conflicts of interest could arise between MV Partners and the Trust unitholders.
  • The Trust is managed by a Trustee who cannot be replaced except by a majority vote of Trust unitholders holding a majority of the Trust Units at a special meeting, which may make it difficult for Trust unitholders to remove or replace the Trustee.
  • Financial information of the Trust is not prepared in accordance with GAAP.
  • The Trust is a smaller reporting company and benefits from certain reduced governance and disclosure requirements, including that the Trust’s independent registered public accounting firm is not required to attest to the effectiveness of the Trust’s internal control over financial reporting. The Trust cannot be certain if the omission of reduced disclosure requirements applicable to smaller reporting companies will make the Trust Units less attractive to investors.
  • Trust unitholders have limited ability to enforce provisions of the net profits interest.
  • Risks Related to Ownership of the Trust Units
  • The market price for the Trust Units may not reflect the value of the net profits interest held by the Trust and, in addition, over time will decline to zero around or shortly after the termination date of the net profits interest, June 30, 2026.
  • If the Trust cannot meet the New York Stock Exchange continued listing requirements, the NYSE may delist the Trust Units.
  • The disposal by the two members of MV Partners of their remaining Trust Units may reduce the market price of the Trust Units.
  • The market price for the Trust Units may not reflect the value of the net profits interest held by the Trust.
  • Courts outside of Delaware may not recognize the limited liability of the Trust unitholders provided under Delaware law.
  • Legal, Environmental and Regulatory Risks
  • The Trust’s net profits interest may be characterized as an executory contract in bankruptcy, which could be rejected in bankruptcy, thus relieving MV Partners from its obligations to make payments to the Trust with respect to the net profits interest.
  • The operations of the underlying properties are subject to environmental laws and regulations and operational safety matters that may result in significant costs and liabilities, which could reduce the amount of cash available for distribution to Trust unitholders.
  • Governmental authorities may enact climate change regulations that could increase MV Partners’ costs to operate and, therefore, adversely affect distributions to the Trust unitholders.
  • Regulation of greenhouse gases and climate change could adversely affect Trust distributions.
  • The operations of the underlying properties are subject to complex federal, state, local and other laws and regulations that could adversely affect the cash distributions to the Trust unitholders.
  • Tax Risks Related to the Trust Units
  • The Trust has not requested a ruling from the IRS regarding the tax treatment of ownership of the Trust Units or the tax treatment of the net profits interest. If the IRS were to determine (and be sustained in that determination) that the Trust is not a grantor Trust for federal income tax purposes, or that the net profits interest is not a debt instrument for federal income tax purposes, the Trust unitholders may receive different and less advantageous tax treatment than that described in this Form 10-K.
  • Cybersecurity Risks
  • Cyber-attacks or other failures in telecommunications or information technology systems could result in information theft, data corruption and significant disruption of MV Partners’ business operations.
  • Cyber-attacks or other failures in telecommunications or IT systems could result in information theft, data corruption and significant disruption of the Trustee’s operations.

Legal proceedings

Currently, there are no legal proceedings pending to which the Trust is a party or of which any of its property is the subject.

The opening of Item 3, Legal Proceedings.3

Sources

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