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 2025
Institutional positions in VOC Energy Trust as of Jun 30, 2025. 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
- 20
- +2 vs. Q1 2025
- Shares held
- 678.5K
- +34.9K (+5.4%) vs. Q1 2025
- Total value
- $1.94M
- −$87.8K (−4.3%) vs. Q1 2025
- New holders
- 5
- 7 more added
- Sold out
- 3
- 3 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding VOC Energy Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Concord Wealth Partners | 2 | $6 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 24 | $69 | 0.00% | +24 | New |
| Wells Fargo & Company | 101 | $289 | 0.00% | −22−17.9% | Reduced |
| EverSource Wealth Advisors, LLC | 180 | $515 | 0.00% | +180 | New |
| Raymond James Financial Inc | 315 | $901 | 0.00% | +315 | New |
| Larson Financial Group LLC | 1,000 | $2.82K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,400 | $4.00K | 0.00% | +500+55.6% | Added |
| Advisor Group Holdings, Inc. | 2,005 | $5.73K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 3,014 | $8.50K | 0.00% | +3,014 | New |
| The PNC Financial Services Group, Inc. | 4,640 | $13.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,304 | $15.0K | 0.00% | +5,304 | New |
| Simplex Trading, LLC | 9,724 | $27.0K | 0.00% | +5,894+153.9% | Added |
| Citadel Advisors LLC | 17,135 | $49.0K | 0.00% | −9,156−34.8% | Reduced |
| Gsa Capital Partners LLP | 31,487 | $90.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 36,024 | $103.0K | 0.00% | −44,524−55.3% | Reduced |
| Janney Montgomery Scott LLC | 42,733 | $122.0K | 0.00% | +25,792+152.2% | Added |
| Morgan Stanley | 44,785 | $128.1K | 0.00% | +5,931+15.3% | Added |
| Susquehanna International Group, LLP | 95,206 | $272.3K | 0.00% | +14,008+17.3% | Added |
| McGowan Group Asset Management, Inc. | 106,677 | $305.1K | 0.04% | +1,391+1.3% | Added |
| 180 Wealth Advisors, LLC | 276,729 | $791.4K | 0.11% | +45,631+19.7% | Added |
| XTX Topco Ltd | 0 | $0 | 0.00% | −19,261−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Sofos Investments, Inc. | – | – | – | – | Not filed |