VOC Energy Trust
VOCFigures shown here come from public SEC filings. Dates beside each section show the available history.
SEC filings supply these figures; updates after the dates shown are not included. No annual financial history is available for this company. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Meramec Financial Planners, LLC | 2026-03-31 | 463 | Not shown | SEC filing |
| PNC FINANCIAL SERVICES GROUP, INC. | 2026-03-31 | 5,200 | Not shown | SEC filing |
| HARBOUR INVESTMENTS, INC. | 2026-03-31 | 800 | Not shown | SEC filing |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2026-03-31 | 5,000 | Not shown | SEC filing |
| BANK OF AMERICA CORP /DE/ | 2026-03-31 | 15,000 | Not shown | SEC filing |
| BNP PARIBAS FINANCIAL MARKETS | 2026-03-31 | 2 | Not shown | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 102,423 | Not shown | SEC filing |
| OSAIC HOLDINGS, INC. | 2026-03-31 | 8,505 | Not shown | SEC filing |
| XTX Topco Ltd | 2026-03-31 | 18,379 | Not shown | SEC filing |
| HRT FINANCIAL LP | 2026-03-31 | 30,094 | Not shown | SEC filing |
| CITADEL ADVISORS LLC | 2026-03-31 | 147,230 | Not shown | SEC filing |
| JANE STREET GROUP, LLC | 2026-03-31 | 46,623 | Not shown | SEC filing |
| Allworth Financial LP | 2026-03-31 | 5,304 | Not shown | SEC filing |
| WELLS FARGO & COMPANY/MN | 2026-03-31 | 3,501 | Not shown | SEC filing |
| MARSHALL WACE, LLP | 2026-03-31 | 248,414 | Not shown | SEC filing |
| McGowan Group Asset Management, Inc. | 2026-03-31 | 109,530 | Not shown | SEC filing |
| GSA CAPITAL PARTNERS LLP | 2026-03-31 | 24,621 | Not shown | SEC filing |
| ACADIAN ASSET MANAGEMENT LLC | 2026-03-31 | 14,233 | Not shown | SEC filing |
| LPL Financial LLC | 2026-03-31 | 14,308 | Not shown | SEC filing |
| STIFEL FINANCIAL CORP | 2026-03-31 | 10,300 | Not shown | SEC filing |
- Each value is checked against VOC Energy Trust's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: no share price from within three months of their report dates is on file, so they could not be checked.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- Financial Gravity Asset Management, Inc.: 4,000 shares reported 2025-12-31; 4,000 shares reported 2026-03-31.
- SIMPLEX TRADING, LLC: 2,333 shares reported 2025-12-31; 1,077 shares reported 2026-03-31.
- EverSource Wealth Advisors, LLC: 180 shares reported 2025-12-31; 360 shares reported 2026-03-31.
- 180 WEALTH ADVISORS, LLC: 309,182 shares reported 2025-12-31; 302,982 shares reported 2026-03-31.
- UBS Group AG: 16,035 shares reported 2025-12-31; 9,644 shares reported 2026-03-31.
- GSA CAPITAL PARTNERS LLP: 21,864 shares reported 2025-12-31; 24,621 shares reported 2026-03-31.
- McGowan Group Asset Management, Inc.: 111,280 shares reported 2025-12-31; 109,530 shares reported 2026-03-31.
- WELLS FARGO & COMPANY/MN: 3,501 shares reported 2025-12-31; 3,501 shares reported 2026-03-31.
- Allworth Financial LP: 5,304 shares reported 2025-12-31; 5,304 shares reported 2026-03-31.
- CITADEL ADVISORS LLC: 90,936 shares reported 2025-09-30; 147,230 shares reported 2026-03-31.
- XTX Topco Ltd: 19,261 shares reported 2025-03-31; 18,379 shares reported 2026-03-31.
- OSAIC HOLDINGS, INC.: 8,505 shares reported 2025-12-31; 8,505 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
12 filers have only one report here.
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.