Voc Energy TrustVOC
13F holders, Q2 2025 (June 30)20holders +1
4new positions
3sold out
1famous investor
$2.86avg. 13F price*
At the end of Q2 2025, 20 institutions reported holding Voc Energy Trust (VOC) in their 13F filings, up 1 from Q1 2025. 4 opened new positions and 3 sold out. The largest holders were 180 Wealth Advisors, LLC ($791K), McGowan Group Asset Management, Inc. ($305K) and Susquehanna International Group, LLP ($272K). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $16K |
| Exits | 3 | $61K |
All 13F filers, Q1 2025 → Q2 2025: 104,970 shares bought and 73,131 shares sold, net +31,839 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| 180 Wealth Advisors, LLC | 0.11% | Add +19.8% | 276,729 | $791K |
| McGowan Group Asset Management, Inc. | 0.04% | Add +1.3% | 106,677 | $305K |
| Susquehanna International Group, LLP | 0.00% | Add +17.3% | 95,206 | $272K |
| Morgan Stanley | 0.00% | Add +15.3% | 44,785 | $128K |
| Janney Montgomery Scott LLC | 0.00% | Add +152.3% | 42,733 | $122K |
| UBS Group AG | 0.00% | Reduce -55.3% | 36,024 | $103K |
| Gsa Capital Partners LLP | 0.01% | No change | 31,487 | $90K |
| Citadel Advisors | 0.00% | Reduce -34.8% | 17,135 | $49K |
| Simplex Trading, LLC | 0.00% | Add +153.9% | 9,724 | $27K |
| Allworth Financial LP | 0.00% | New | 5,304 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,640 | $13K |
| Financial Gravity Companies, Inc. | 0.00% | — | 3,014 | $8K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,005 | $6K |
| Bank of America Corp. | 0.00% | Add +55.6% | 1,400 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 1,000 | $3K |
| Raymond James Financial Inc. | 0.00% | New | 315 | $901 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 180 | $515 |
| Wells Fargo & Company | 0.00% | Reduce -17.9% | 101 | $289 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 24 | $69 |
| 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.