Institutional Ownership Voc Energy Trust (VOC)
This table provides information about the institutional ownership of Voc Energy Trust (VOC). We have compiled data on the 22 institutions that hold shares in the stock, with a total of 707,887 shares, which have been reported (via 13F filing form) to have a value of $2.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
310,742
shares
|
$922,903
0.11% of portfolio
|
Q3 2025
Added 12.29%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 13, 2025 Q3 2025 |
108,031
shares
|
$320,852
0.05% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
90,936
shares
|
$270,079
0.0% of portfolio
|
Q3 2025
Added 430.7%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
49,424
shares
|
$146,789
0.0% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
43,473
shares
|
$129,114
0.0% of portfolio
|
Q3 2025
Added 20.68%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
39,438
shares
|
$117,130
0.0% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
21,864
shares
|
$64,936
0.01% of portfolio
|
Q3 2025
Reduced 30.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
12,261
shares
|
$36,415
0.0% of portfolio
|
Q3 2025
Reduced 87.12%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
5,304
shares
|
$15,752
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
5,172
shares
|
$15,360
0.0% of portfolio
|
Q3 2025
Reduced 46.81%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,640
shares
|
$13,780
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,501
shares
|
$10,397
0.0% of portfolio
|
Q3 2025
Added 3366.34%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
3,014
shares
|
$8,951
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
3,014
shares
|
$8,951
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,505
shares
|
$7,439
0.0% of portfolio
|
Q3 2025
Added 24.94%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,000
shares
|
$5,940
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,301
shares
|
$3,863
0.0% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$2,970
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
180
shares
|
$534
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
85
shares
|
$252
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
2
shares
|
$5
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|