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, Q1 2026
Institutional positions in VOC Energy Trust as of Mar 31, 2026. 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
- 26
- +8 vs. Q4 2025
- Shares held
- 1.13M
- +592.5K (+110.6%) vs. Q4 2025
- Total value
- $3.90M
- +$2.46M (+169.7%) vs. Q4 2025
- New holders
- 12
- 4 more added
- Sold out
- 4
- 6 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding VOC Energy Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 302,982 | $1.05M | 0.12% | −6,200−2.0% | Reduced |
| Marshall Wace, LLP | 248,414 | $859.5K | 0.00% | +248,414 | New |
| Citadel Advisors LLC | 147,230 | $509.4K | 0.00% | +147,230 | New |
| McGowan Group Asset Management, Inc. | 109,530 | $379.0K | 0.05% | −1,750−1.6% | Reduced |
| Morgan Stanley | 102,423 | $354.4K | 0.00% | +93,651+1,067.6% | Added |
| Jane Street Group, LLC | 46,623 | $161.3K | 0.00% | +46,623 | New |
| HRT Financial LP | 30,094 | $104.0K | 0.00% | +30,094 | New |
| Gsa Capital Partners LLP | 24,621 | $85.0K | 0.01% | +2,757+12.6% | Added |
| XTX Topco Ltd | 18,379 | $63.6K | 0.00% | +18,379 | New |
| Bank of America Corp | 15,000 | $51.9K | 0.00% | −2,677−15.1% | Reduced |
| LPL Financial LLC | 14,308 | $49.5K | 0.00% | +14,308 | New |
| Acadian Asset Management LLC | 14,233 | $49.0K | 0.00% | +14,233 | New |
| Stifel Financial Corp | 10,300 | $35.6K | 0.00% | +10,300 | New |
| UBS Group AG | 9,644 | $33.4K | 0.00% | −6,391−39.9% | Reduced |
| Advisor Group Holdings, Inc. | 8,505 | $29.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,304 | $18.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,200 | $18.0K | 0.00% | +5,200 | New |
| International Assets Investment Management, LLC | 5,000 | $16.5K | 0.00% | −5,000−50.0% | Reduced |
| Sofos Investments, Inc. | 4,000 | $13.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,501 | $12.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,077 | $3.73K | 0.00% | −1,256−53.8% | Reduced |
| Harbour Investments, Inc. | 800 | $2.77K | 0.00% | +800 | New |
| Meramec Financial Planners, LLC | 463 | $1.55K | 0.00% | +13+2.9% | Added |
| EverSource Wealth Advisors, LLC | 360 | $1.25K | 0.00% | +180+100.0% | Added |
| JPMorgan Chase & Co | 114 | $415 | 0.00% | +114 | New |
| BNP Paribas Arbitrage, SA | 2 | $7 | 0.00% | +2 | New |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −12,452−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −2−100.0% | Sold out |