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.
Q1 2024 vs. Q4 2023
How the institutions holding VOC Energy Trust changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 28 | 26 | −2 |
| Shares | 994.6K | 743.0K | −251.6K (−25.3%) |
| Value | $7.16M | $4.49M | −$2.67M (−37.3%) |
New holders (6)
Institutions that held VOC Energy Trust at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Commonwealth Equity Services, LLC | 39,991 | $242.0K | 0.00% |
| Cetera Investment Advisers | 20,449 | $123.7K | 0.00% |
| Private Advisor Group, LLC | 10,084 | $61.0K | 0.00% |
| WR Wealth Planners, LLC | 3,000 | $18.1K | 0.01% |
| South State Corp. | 776 | $4.70K | 0.00% |
| FMR LLC | 1 | $6 | 0.00% |
Sold out (8)
Institutions that held VOC Energy Trust at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| HighTower Advisors, LLC | 151,645 | $1.09M |
| Significant Wealth Partners LLC | 102,771 | $736.9K |
| Cetera Advisor Networks LLC | 45,640 | $328.6K |
| Atria Wealth Solutions, Inc. | 36,844 | $265.3K |
| Northern Trust Corp | 30,770 | $221.5K |
| US Bancorp | 5,000 | $36.0K |
| JPMorgan Chase & Co | 116 | $835 |
| Royal Bank of Canada | 24 | $0 |