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, Q2 2022
Institutional positions in VOC Energy Trust as of Jun 30, 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
- 29
- +6 vs. Q1 2022
- Shares held
- 824.6K
- −52.3K (−6.0%) vs. Q1 2022
- Total value
- $5.36M
- −$638.0K (−10.6%) vs. Q1 2022
- New holders
- 8
- 2 more added
- Sold out
- 2
- 12 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding VOC Energy Trust; share changes are against Q1 2022.
| 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 |
| Howe & Rusling Inc | 141 | $1.00K | 0.00% | +5+3.7% | Added |
| IFP Advisors, Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 | 2,044 | $13.0K | 0.00% | −324−13.7% | Reduced |
| Vectors Research Management, LLC | 2,000 | $13.0K | 0.00% | +2,000 | New |
| Group One Trading, L.P. | 2,647 | $17.0K | 0.00% | −4,497−62.9% | Reduced |
| Simplex Trading, LLC | 3,647 | $23.0K | 0.00% | +3,647 | New |
| Advisor Group Holdings, Inc. | 4,200 | $27.0K | 0.00% | −1,941−31.6% | Reduced |
| Morgan Stanley | 4,550 | $30.0K | 0.00% | −1,220−21.1% | Reduced |
| IMA Wealth, Inc. | 5,800 | $37.0K | 0.01% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 5,685 | $37.0K | 0.01% | +5,685 | New |
| Two Sigma Securities, LLC | 10,945 | $71.0K | 0.01% | +10,945 | New |
| Jump Financial, LLC | 13,850 | $90.0K | 0.00% | +13,850 | New |
| Janney Montgomery Scott LLC | 15,112 | $101.0K | 0.00% | +962+6.8% | Added |
| 180 Wealth Advisors, LLC | 15,371 | $105.0K | 0.03% | +15,371 | New |
| Northern Trust Corp | 20,467 | $133.0K | 0.00% | −324−1.6% | Reduced |
| Shoker Investment Counsel, Inc. | 37,252 | $239.0K | 0.13% | −14,724−28.3% | Reduced |
| Atria Wealth Solutions, Inc. | 37,777 | $245.0K | 0.00% | −72,118−65.6% | Reduced |
| RR Advisors, LLC | 38,000 | $246.0K | 0.05% | 00.0% | Unchanged |
| AE Wealth Management LLC | 57,568 | $374.0K | 0.00% | +57,568 | New |
| Susquehanna International Group, LLP | 64,657 | $420.0K | 0.00% | −2,369−3.5% | Reduced |
| Wexford Capital LP | 79,000 | $513.0K | 0.08% | +79,000 | New |
| Navellier & Associates Inc | 82,366 | $535.0K | 0.11% | −2,794−3.3% | Reduced |
| McGowan Group Asset Management, Inc. | 95,778 | $622.0K | 0.10% | −10,922−10.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 108,610 | $705.0K | 0.00% | −43,575−28.6% | Reduced |
| Renaissance Technologies LLC | 115,600 | $750.0K | 0.00% | −86,183−42.7% | Reduced |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −26−100.0% | Sold out |