Voc Energy TrustVOC
13F holders, Q1 2024 (March 31)26holders
1famous investor
$6.05avg. 13F price*
At the end of Q1 2024, 26 institutions reported holding Voc Energy Trust (VOC) in their 13F filings. The largest holders were Bank of New York Mellon Corp ($675K), McGowan Group Asset Management, Inc. ($605K) and Navellier & Associates Inc. ($592K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Voc Energy Trust
- CUSIP
- 91829B103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $450K |
| Exits | 7 | $2.4M |
Ownership 26 holders
| Bank of New York Mellon Corp | 0.00% | Add +0.6% | 111,488 | $675K |
| McGowan Group Asset Management, Inc. | 0.09% | Reduce -0.6% | 99,999 | $605K |
| Navellier & Associates Inc. | 0.07% | Reduce -2.7% | 97,866 | $592K |
| Susquehanna International Group, LLP | 0.00% | Add +134.8% | 95,720 | $579K |
| LPL Financial LLC | 0.00% | Add +18.9% | 52,656 | $319K |
| 180 Wealth Advisors, LLC | 0.06% | Add +61.8% | 50,800 | $307K |
| Morgan Stanley | 0.00% | Reduce -53.3% | 49,757 | $301K |
| Commonwealth Equity Services, LLC | 0.00% | New | 39,991 | $242K |
| Janney Montgomery Scott LLC | 0.00% | Add +18.5% | 35,571 | $215K |
| Citadel Advisors | 0.00% | Add +1999.4% | 30,190 | $183K |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 21,477 | $130K |
| Cetera Investment Advisers | 0.00% | New | 20,449 | $124K |
| Private Advisor Group, LLC | 0.00% | New | 10,084 | $61K |
| Stifel Financial Corp. | 0.00% | No change | 10,010 | $61K |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.7% | 4,824 | $29K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,640 | $28K |
| WR Wealth Planners, LLC | 0.01% | New | 3,000 | $18K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -35.7% | 1,221 | $7K |
| Larson Financial Group LLC | 0.00% | No change | 1,000 | $6K |
| Bank of America Corp. | 0.00% | No change | 1,000 | $6K |
| SouthState Bank Corp | 0.00% | New | 776 | $5K |
| UBS Group AG | 0.00% | Add +103.0% | 201 | $1K |
| Simplex Trading, LLC | 0.00% | Reduce -96.1% | 276 | $1K |
| Concord Wealth Partners | 0.00% | No change | 2 | $12 |
| Wells Fargo & Company | 0.00% | No change | 1 | $6 |
| FMR LLC | 0.00% | New | 1 | $6 |
"% of holder's portfolio" is VOC's weight in each manager's 13F, not the share of Voc Energy Trust the manager owns.