VOC Energy Trust
VOC- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001505413
No open-market purchases or sales by VOC Energy Trust insiders were filed in the last 90 days; 24 institutions reported holding it in 13F filings for Q2 2026, worth $3.07M in total; no superinvestor holds it.
13F holders, Q1 2021
Institutional positions in VOC Energy Trust as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 19
- No complete 13F data for Q4 2020
- Shares held
- 940.9K
- No complete 13F data for Q4 2020
- Total value
- $3.29M
- No complete 13F data for Q4 2020
Holders and value by quarter
Institutions reporting VOC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 24 | $3.07M |
| Q1 2026 | 26 | $3.90M |
| Q4 2025 | 18 | $1.45M |
| Q3 2025 | 20 | $2.07M |
| Q2 2025 | 20 | $1.94M |
| Q1 2025 | 19 | $2.04M |
| Q4 2024 | 16 | $2.55M |
| Q3 2024 | 17 | $3.33M |
| Q2 2024 | 23 | $3.80M |
| Q1 2024 | 26 | $4.49M |
| Q4 2023 | 28 | $7.16M |
| Q3 2023 | 25 | $7.31M |
| Q2 2023 | 25 | $5.77M |
| Q1 2023 | 23 | $6.38M |
| Q4 2022 | 36 | $8.12M |
| Q3 2022 | 24 | $3.87M |
| Q2 2022 | 29 | $5.36M |
| Q1 2022 | 23 | $6.00M |
| Q4 2021 | 22 | $3.63M |
| Q3 2021 | 20 | $3.37M |
| Q2 2021 | 18 | $3.58M |
| Q1 2021 | 19 | $3.29M |
Institutions, Q1 2021
Shares, value and share of portfolio for each institution holding VOC Energy Trust.
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 226,324 | $792.0K | 0.00% | – | – |
| McGowan Group Asset Management, Inc. | 168,431 | $590.0K | 0.10% | – | – |
| Creative Planning | 162,969 | $570.0K | 0.00% | – | – |
| Arrowstreet Capital, Limited Partnership | 152,885 | $535.0K | 0.00% | – | – |
| Shoker Investment Counsel, Inc. | 67,931 | $235.0K | 0.12% | – | – |
| Citadel Advisors LLC | 55,959 | $196.0K | 0.00% | – | – |
| RR Advisors, LLC | 38,000 | $133.0K | 0.03% | – | – |
| Susquehanna International Group, LLP | 11,971 | $42.0K | 0.00% | – | – |
| Advisor Group Holdings, Inc. | 11,783 | $41.0K | 0.00% | – | – |
| Morgan Stanley | 11,373 | $40.0K | 0.00% | – | – |
| Northern Trust Corp | 10,947 | $39.0K | 0.00% | – | – |
| FMR LLC | 10,000 | $35.0K | 0.00% | – | – |
| UBS Group AG | 8,315 | $29.0K | 0.00% | – | – |
| Bank of America Corp | 2,000 | $7.00K | 0.00% | – | – |
| Rockefeller Capital Management L.P. | 1,000 | $3.00K | 0.00% | – | – |
| Spire Wealth Management | 500 | $2.00K | 0.00% | – | – |
| Simplex Trading, LLC | 400 | $1.00K | 0.00% | – | – |
| Wells Fargo & Company | 101 | $0 | 0.00% | – | – |
| Howe & Rusling Inc | 27 | $0 | 0.00% | – | – |