Voc Energy TrustVOC
13F holders, Q1 2025 (March 31)19holders +3
4new positions
2sold out
1famous investor
$3.15avg. 13F price*
At the end of Q1 2025, 19 institutions reported holding Voc Energy Trust (VOC) in their 13F filings, up 3 from Q4 2024. 4 opened new positions and 2 sold out. The largest holders were 180 Wealth Advisors, LLC ($728K), McGowan Group Asset Management, Inc. ($332K) and Susquehanna International Group, LLP ($256K). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $126K |
| Exits | 2 | $114K |
All 13F filers, Q4 2024 → Q1 2025: 142,852 shares bought and 32,389 shares sold, net +110,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| 180 Wealth Advisors, LLC | 0.12% | Add +13.1% | 231,098 | $728K |
| McGowan Group Asset Management, Inc. | 0.04% | Add +0.1% | 105,286 | $332K |
| Susquehanna International Group, LLP | 0.00% | Add +8.1% | 81,198 | $256K |
| UBS Group AG | 0.00% | Reduce -7.6% | 80,548 | $254K |
| Morgan Stanley | 0.00% | Add +133.3% | 38,854 | $122K |
| Gsa Capital Partners LLP | 0.01% | Add +211.7% | 31,487 | $99K |
| Citadel Advisors | 0.00% | Add +12185.5% | 26,291 | $83K |
| XTX Topco Ltd | 0.00% | New | 19,261 | $61K |
| Janney Montgomery Scott LLC | 0.00% | New | 16,941 | $53K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,640 | $15K |
| Simplex Trading, LLC | 0.00% | New | 3,830 | $12K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 3,014 | $9K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,005 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 1,000 | $3K |
| Bank of America Corp. | 0.00% | Reduce -28.2% | 900 | $3K |
| Wells Fargo & Company | 0.00% | Add +12200.0% | 123 | $387 |
| BNP Paribas Financial Markets | 0.00% | New | 95 | $299 |
| Group One Trading LLC | 0.00% | Reduce -95.6% | 73 | $230 |
| Concord Wealth Partners | 0.00% | No change | 2 | $6 |
"% of holder's portfolio" is VOC's weight in each manager's 13F, not the share of Voc Energy Trust the manager owns.