Voc Energy TrustVOC
13F holders, Q4 2025 (December 31)18holders −2
1new positions
4sold out
$2.70avg. 13F price*
At the end of Q4 2025, 18 institutions reported holding Voc Energy Trust (VOC) in their 13F filings, down 2 from Q3 2025. 1 opened new positions and 4 sold out. The largest holders were 180 Wealth Advisors, LLC ($835K), McGowan Group Asset Management, Inc. ($300K) and Gsa Capital Partners LLP ($59K).
- Company
- Voc Energy Trust
- CUSIP
- 91829B103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $27K |
| Exits | 4 | $319K |
All 13F filers, Q3 2025 → Q4 2025: 38,611 shares bought and 208,312 shares sold, net −169,701 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| 180 Wealth Advisors, LLC | 0.10% | Reduce -0.5% | 309,182 | $835K |
| McGowan Group Asset Management, Inc. | 0.04% | Add +3.0% | 111,280 | $300K |
| Gsa Capital Partners LLP | 0.01% | No change | 21,864 | $59K |
| Bank of America Corp. | 0.00% | Add +1258.7% | 17,677 | $48K |
| UBS Group AG | 0.00% | Reduce -63.1% | 16,035 | $43K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -68.4% | 12,452 | $34K |
| International Assets Investment Management, LLC | 0.00% | New | 10,000 | $27K |
| Morgan Stanley | 0.00% | Reduce -82.3% | 8,772 | $24K |
| Osaic Holdings, Inc. | 0.00% | Add +239.5% | 8,505 | $23K |
| Allworth Financial LP | 0.00% | No change | 5,304 | $14K |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +32.7% | 4,000 | $11K |
| National Bank of Canada | 0.00% | Add +100.0% | 4,000 | $11K |
| Wells Fargo & Company | 0.00% | No change | 3,501 | $9K |
| Simplex Trading, LLC | 0.00% | Reduce -54.9% | 2,333 | $6K |
| Meramec Financial Planners, LLC | 0.00% | — | 450 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 180 | $486 |
| Group One Trading LLC | 0.00% | No change | 85 | $230 |
| Concord Wealth Partners | 0.00% | No change | 2 | $5 |
"% of holder's portfolio" is VOC's weight in each manager's 13F, not the share of Voc Energy Trust the manager owns.