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, Q4 2022
Institutional positions in VOC Energy Trust as of Dec 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
- 36
- +12 vs. Q3 2022
- Shares held
- 782.2K
- +210.2K (+36.7%) vs. Q3 2022
- Total value
- $8.12M
- +$4.25M (+109.8%) vs. Q3 2022
- New holders
- 18
- 6 more added
- Sold out
- 6
- 5 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding VOC Energy Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 153,870 | $1.60M | 0.00% | +153,870 | New |
| Cetera Advisor Networks LLC | 101,804 | $1.06M | 0.01% | +49,898+96.1% | Added |
| McGowan Group Asset Management, Inc. | 99,969 | $1.04M | 0.17% | +394+0.4% | Added |
| Morgan Stanley | 81,536 | $845.5K | 0.00% | +16,202+24.8% | Added |
| Navellier & Associates Inc | 73,049 | $757.5K | 0.15% | −7,369−9.2% | Reduced |
| Atria Wealth Solutions, Inc. | 42,231 | $437.9K | 0.01% | −1,824−4.1% | Reduced |
| RR Advisors, LLC | 38,000 | $393.0K | 0.07% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 23,001 | $249.1K | 0.06% | +2,535+12.4% | Added |
| Northern Trust Corp | 22,052 | $228.7K | 0.00% | +237+1.1% | Added |
| Janney Montgomery Scott LLC | 21,954 | $228.0K | 0.00% | +4,090+22.9% | Added |
| Arrowstreet Capital, Limited Partnership | 15,899 | $165.0K | 0.00% | −16,950−51.6% | Reduced |
| BNP Paribas Arbitrage, SA | 14,118 | $146.4K | 0.00% | +14,118 | New |
| JPMorgan Chase & Co | 13,140 | $136.0K | 0.00% | +13,140 | New |
| Renaissance Technologies LLC | 12,600 | $131.0K | 0.00% | +12,600 | New |
| Los Angeles Capital Management LLC | 11,347 | $117.7K | 0.00% | +11,347 | New |
| Jump Financial, LLC | 10,531 | $109.2K | 0.01% | +10,531 | New |
| Stifel Financial Corp | 10,010 | $103.8K | 0.00% | +10,010 | New |
| Acadian Asset Management LLC | 9,855 | $102.0K | 0.00% | +9,855 | New |
| IMA Wealth, Inc. | 5,800 | $60.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,824 | $50.0K | 0.00% | −2,000−29.3% | Reduced |
| US Bancorp | 4,000 | $41.5K | 0.00% | +4,000 | New |
| Dorsey Wright & Associates | 3,481 | $36.1K | 0.01% | +3,481 | New |
| Royal Bank of Canada | 2,000 | $21.0K | 0.00% | +2,000 | New |
| GWM Advisors LLC | 1,406 | $14.6K | 0.00% | +1,406 | New |
| Group One Trading, L.P. | 1,120 | $11.6K | 0.00% | −727−39.4% | Reduced |
| Geneos Wealth Management Inc. | 1,000 | $10.4K | 0.00% | +1,000 | New |
| Rockefeller Capital Management L.P. | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 865 | $8.97K | 0.00% | +865 | New |
| Psagot Value Holdings Ltd. / (Israel) | 694 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 500 | $5.18K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 401 | $4.16K | 0.00% | +401 | New |
| IFP Advisors, Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 80 | $831 | 0.00% | +80 | New |
| Concord Wealth Partners | 2 | $21 | 0.00% | +2 | New |
| Wells Fargo & Company | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5 | $0 | 0.00% | +5 | New |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −60,851−100.0% | Sold out |
| Shoker Investment Counsel, Inc. | 0 | $0 | 0.00% | −19,293−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −2,414−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |