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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 2 | $7 | 0.00% | +2 | New |
| JPMorgan Chase & Co | 114 | $415 | 0.00% | +114 | New |
| EverSource Wealth Advisors, LLC | 360 | $1.25K | 0.00% | +180+100.0% | Added |
| Meramec Financial Planners, LLC | 463 | $1.55K | 0.00% | +13+2.9% | Added |
| Harbour Investments, Inc. | 800 | $2.77K | 0.00% | +800 | New |
| Simplex Trading, LLC | 1,077 | $3.73K | 0.00% | −1,256−53.8% | Reduced |
| Wells Fargo & Company | 3,501 | $12.1K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4,000 | $13.8K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5,000 | $16.5K | 0.00% | −5,000−50.0% | Reduced |
| The PNC Financial Services Group, Inc. | 5,200 | $18.0K | 0.00% | +5,200 | New |
| Allworth Financial LP | 5,304 | $18.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,505 | $29.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,644 | $33.4K | 0.00% | −6,391−39.9% | Reduced |
| Stifel Financial Corp | 10,300 | $35.6K | 0.00% | +10,300 | New |
| Acadian Asset Management LLC | 14,233 | $49.0K | 0.00% | +14,233 | New |
| LPL Financial LLC | 14,308 | $49.5K | 0.00% | +14,308 | New |
| Bank of America Corp | 15,000 | $51.9K | 0.00% | −2,677−15.1% | Reduced |
| XTX Topco Ltd | 18,379 | $63.6K | 0.00% | +18,379 | New |
| Gsa Capital Partners LLP | 24,621 | $85.0K | 0.01% | +2,757+12.6% | Added |
| HRT Financial LP | 30,094 | $104.0K | 0.00% | +30,094 | New |
| Jane Street Group, LLC | 46,623 | $161.3K | 0.00% | +46,623 | New |
| Morgan Stanley | 102,423 | $354.4K | 0.00% | +93,651+1,067.6% | Added |
| McGowan Group Asset Management, Inc. | 109,530 | $379.0K | 0.05% | −1,750−1.6% | Reduced |
| Citadel Advisors LLC | 147,230 | $509.4K | 0.00% | +147,230 | New |
| Marshall Wace, LLP | 248,414 | $859.5K | 0.00% | +248,414 | New |
| 180 Wealth Advisors, LLC | 302,982 | $1.05M | 0.12% | −6,200−2.0% | Reduced |
| 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 |