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 2022
Institutional positions in VOC Energy Trust as of Mar 31, 2022. 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
- 23
- +1 vs. Q4 2021
- Shares held
- 876.9K
- +100.6K (+13.0%) vs. Q4 2021
- Total value
- $6.00M
- +$2.36M (+65.0%) vs. Q4 2021
- New holders
- 7
- 3 more added
- Sold out
- 6
- 6 more reduced
Compare with Q4 2021: new holders, sold out and not filed yet
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 2022
Shares, value and share of portfolio for each institution holding VOC Energy Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 26 | $0 | 0.00% | +26 | New |
| Howe & Rusling Inc | 136 | $1.00K | 0.00% | +75+123.0% | Added |
| IFP Advisors, Inc | 50 | $1.00K | 0.00% | +50 | New |
| Money Concepts Capital Corp | 301 | $2.00K | 0.00% | +301 | New |
| Bank of America Corp | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,368 | $16.0K | 0.00% | +1,754+285.7% | Added |
| Morgan Stanley | 5,770 | $39.0K | 0.00% | −38,500−87.0% | Reduced |
| IMA Wealth, Inc. | 5,800 | $40.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,141 | $42.0K | 0.00% | −5,859−48.8% | Reduced |
| Group One Trading, L.P. | 7,144 | $49.0K | 0.00% | −3,523−33.0% | Reduced |
| Janney Montgomery Scott LLC | 14,150 | $97.0K | 0.00% | +14,150 | New |
| Northern Trust Corp | 20,791 | $142.0K | 0.00% | +1,437+7.4% | Added |
| RR Advisors, LLC | 38,000 | $259.0K | 0.04% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 51,976 | $355.0K | 0.18% | −19,114−26.9% | Reduced |
| Susquehanna International Group, LLP | 67,026 | $458.0K | 0.00% | +67,026 | New |
| Navellier & Associates Inc | 85,160 | $582.0K | 0.10% | +85,160 | New |
| McGowan Group Asset Management, Inc. | 106,700 | $730.0K | 0.11% | −55,821−34.3% | Reduced |
| Atria Wealth Solutions, Inc. | 109,895 | $752.0K | 0.01% | +109,895 | New |
| Arrowstreet Capital, Limited Partnership | 152,185 | $1.04M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 201,783 | $1.38M | 0.00% | −27,772−12.1% | Reduced |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −24,556−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −922−100.0% | Sold out |
| Antonetti Capital Management LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |