Voc Energy TrustVOC
13F holders, Q3 2025 (September 30)20holders
2new positions
2sold out
1famous investor
$2.93avg. 13F price*
At the end of Q3 2025, 20 institutions reported holding Voc Energy Trust (VOC) in their 13F filings, unchanged from Q2 2025. 2 opened new positions and 2 sold out. The largest holders were 180 Wealth Advisors, LLC ($910K), McGowan Group Asset Management, Inc. ($317K) and Citadel Advisors ($266K). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $6K |
| Exits | 2 | $970 |
All 13F filers, Q2 2025 → Q3 2025: 127,241 shares bought and 100,853 shares sold, net +26,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| 180 Wealth Advisors, LLC | 0.11% | Add +12.3% | 310,742 | $910K |
| McGowan Group Asset Management, Inc. | 0.04% | Add +1.3% | 108,031 | $317K |
| Citadel Advisors | 0.00% | Add +430.7% | 90,936 | $266K |
| Morgan Stanley | 0.00% | Add +10.4% | 49,424 | $145K |
| UBS Group AG | 0.00% | Add +20.7% | 43,473 | $127K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.7% | 39,438 | $116K |
| Gsa Capital Partners LLP | 0.01% | Reduce -30.6% | 21,864 | $64K |
| Susquehanna International Group, LLP | 0.00% | Reduce -87.1% | 12,261 | $36K |
| Allworth Financial LP | 0.00% | No change | 5,304 | $15K |
| Simplex Trading, LLC | 0.00% | Reduce -46.8% | 5,172 | $15K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,640 | $14K |
| Wells Fargo & Company | 0.00% | Add +3366.3% | 3,501 | $10K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 3,014 | $9K |
| Osaic Holdings, Inc. | 0.00% | Add +24.9% | 2,505 | $7K |
| National Bank of Canada | 0.00% | New | 2,000 | $6K |
| Bank of America Corp. | 0.00% | Reduce -7.1% | 1,301 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 1,000 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 180 | $527 |
| Group One Trading LLC | 0.00% | New | 85 | $249 |
| 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.