Institutional Ownership Voc Energy Trust (VOC)
This table provides information about the institutional ownership of Voc Energy Trust (VOC). We have compiled data on the 24 institutions that hold shares in the stock, with a total of 681,499 shares, which have been reported (via 13F filing form) to have a value of $1.84 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
276,729
shares
|
$747,168
0.11% of portfolio
|
Q2 2025
Added 19.75%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
106,677
shares
|
$288,027
0.05% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
95,206
shares
|
$257,056
0.0% of portfolio
|
Q2 2025
Added 17.25%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
44,785
shares
|
$120,919
0.0% of portfolio
|
Q2 2025
Added 15.26%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
42,733
shares
|
$115,379
0.0% of portfolio
|
Q2 2025
Added 152.25%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
36,024
shares
|
$97,264
0.0% of portfolio
|
Q2 2025
Reduced 55.28%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
31,487
shares
|
$85,014
0.01% of portfolio
|
Q1 2025
Added 211.66%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
17,135
shares
|
$46,264
0.0% of portfolio
|
Q2 2025
Reduced 34.83%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
9,724
shares
|
$26,254
0.0% of portfolio
|
Q2 2025
Added 153.89%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
5,304
shares
|
$14,320
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
4,640
shares
|
$12,528
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
3,014
shares
|
$8,137
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,014
shares
|
$8,137
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,005
shares
|
$5,413
0.0% of portfolio
|
Q1 2025
Reduced 62.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,400
shares
|
$3,780
0.0% of portfolio
|
Q2 2025
Added 55.56%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$2,700
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
315
shares
|
$850
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
180
shares
|
$486
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
101
shares
|
$272
0.0% of portfolio
|
Q2 2025
Reduced 17.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
24
shares
|
$64
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
2
shares
|
$5
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|