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 2025
Institutional positions in VOC Energy Trust as of Dec 31, 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
- 18
- −2 vs. Q3 2025
- Shares held
- 535.6K
- −169.3K (−24.0%) vs. Q3 2025
- Total value
- $1.45M
- −$618.5K (−30.0%) vs. Q3 2025
- New holders
- 2
- 5 more added
- Sold out
- 4
- 5 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding VOC Energy Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 309,182 | $834.8K | 0.10% | −1,560−0.5% | Reduced |
| McGowan Group Asset Management, Inc. | 111,280 | $300.5K | 0.04% | +3,249+3.0% | Added |
| Gsa Capital Partners LLP | 21,864 | $59.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 17,677 | $47.7K | 0.00% | +16,376+1,258.7% | Added |
| UBS Group AG | 16,035 | $43.3K | 0.00% | −27,438−63.1% | Reduced |
| Janney Montgomery Scott LLC | 12,452 | $34.0K | 0.00% | −26,986−68.4% | Reduced |
| International Assets Investment Management, LLC | 10,000 | $27.0K | 0.00% | +10,000 | New |
| Morgan Stanley | 8,772 | $23.7K | 0.00% | −40,652−82.3% | Reduced |
| Advisor Group Holdings, Inc. | 8,505 | $23.0K | 0.00% | +6,000+239.5% | Added |
| Allworth Financial LP | 5,304 | $14.3K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4,000 | $10.8K | 0.00% | +986+32.7% | Added |
| National Bank of Canada | 4,000 | $10.8K | 0.00% | +2,000+100.0% | Added |
| Wells Fargo & Company | 3,501 | $9.45K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,333 | $6.30K | 0.00% | −2,839−54.9% | Reduced |
| Meramec Financial Planners, LLC | 450 | $1.28K | 0.00% | +450 | New |
| EverSource Wealth Advisors, LLC | 180 | $486 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 85 | $230 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $5 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −90,936−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,261−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −4,640−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |