Voc Energy TrustVOC
13F holders, Q4 2024 (December 31)16holders −1
4new positions
5sold out
1famous investor
$4.78avg. 13F price*
At the end of Q4 2024, 16 institutions reported holding Voc Energy Trust (VOC) in their 13F filings, down 1 from Q3 2024. 4 opened new positions and 5 sold out. The largest holders were 180 Wealth Advisors, LLC ($977K), McGowan Group Asset Management, Inc. ($503K) and UBS Group AG ($417K). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $539K |
| Exits | 5 | $1.3M |
All 13F filers, Q3 2024 → Q4 2024: 145,729 shares bought and 287,318 shares sold, net −141,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| 180 Wealth Advisors, LLC | 0.15% | Add +10.5% | 204,339 | $977K |
| McGowan Group Asset Management, Inc. | 0.07% | Add +1.1% | 105,157 | $503K |
| UBS Group AG | 0.00% | New | 87,179 | $417K |
| Susquehanna International Group, LLP | 0.00% | Add +19.4% | 75,144 | $359K |
| Morgan Stanley | 0.00% | Reduce -21.6% | 16,654 | $80K |
| Two Sigma Securities, LLC | 0.01% | New | 13,818 | $66K |
| Gsa Capital Partners LLP | 0.00% | New | 10,103 | $48K |
| Stifel Financial Corp. | 0.00% | No change | 10,010 | $48K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,640 | $22K |
| Osaic Holdings, Inc. | 0.00% | Reduce -66.0% | 2,005 | $10K |
| Group One Trading LLC | 0.00% | New | 1,649 | $8K |
| Bank of America Corp. | 0.00% | Add +25.4% | 1,254 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 1,000 | $5K |
| Citadel Advisors | 0.00% | Reduce -98.2% | 214 | $1K |
| Concord Wealth Partners | 0.00% | No change | 2 | $10 |
| Wells Fargo & Company | 0.00% | No change | 1 | $4 |
"% of holder's portfolio" is VOC's weight in each manager's 13F, not the share of Voc Energy Trust the manager owns.