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.
Q4 2023 vs. Q3 2023
How the institutions holding VOC Energy Trust changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 25 | 28 | +3 |
| Shares | 743.9K | 994.6K | +250.7K (+33.7%) |
| Value | $7.31M | $7.16M | −$143.5K (−2.0%) |
New holders (7)
Institutions that held VOC Energy Trust at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Bank of New York Mellon Corp | 110,792 | $797.7K | 0.00% |
| Significant Wealth Partners LLC | 102,771 | $736.9K | 0.54% |
| LPL Financial LLC | 44,301 | $319.0K | 0.00% |
| Simplex Trading, LLC | 7,072 | $50.0K | 0.00% |
| JPMorgan Chase & Co | 116 | $835 | 0.00% |
| UBS Group AG | 99 | $713 | 0.00% |
| Royal Bank of Canada | 24 | $0 | 0.00% |
Sold out (4)
Institutions that held VOC Energy Trust at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| WR Wealth Planners, LLC | 3,000 | $29.3K |
| IMA Wealth, Inc. | 2,800 | $27.3K |
| Geneos Wealth Management Inc. | 2,500 | $24.6K |
| BNP Paribas Arbitrage, SA | 258 | $2.53K |