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VOC Energy Trust (VOC) Institutional Ownership

VOC Energy Trust logo
$3.11 -0.01 (-0.22%)
Closing price 03:58 PM Eastern
Extended Trading
$3.18 +0.06 (+1.99%)
As of 07:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for VOC Energy Trust (NYSE:VOC)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$329.43K
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$183.76K
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Skip Chart & View Institutional Buying and Selling Data

VOC Institutional Buying and Selling by Quarter

VOC Energy Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2026 180 Wealth Advisors LLC302,982$1.05M0.1%-2.0%1.782%
2/11/2026 Janney Montgomery Scott LLC12,452$34K0.0%-68.4%0.073%
2/3/2026 International Assets Investment Management LLC10,000$27K0.0%N/A0.059%
11/17/2025 Susquehanna International Group LLP12,261$36K0.0%-47.6%0.072%
11/17/2025 Citadel Advisors LLC90,936$266K0.0%-9.6%0.535%
11/7/2025 GSA Capital Partners LLP21,864$64K0.0%-30.6%0.129%
10/16/2025 180 Wealth Advisors LLC310,742$910K0.1%+12.3%1.828%
7/31/2025 180 Wealth Advisors LLC276,729$791K0.1%+19.7%1.628%
7/17/2025 Janney Montgomery Scott LLC42,733$122K0.0%+152.2%0.251%
5/8/2025XTX Topco Ltd19,261$61K0.0%N/A0.113%
4/17/2025Janney Montgomery Scott LLC16,941$53K0.0%N/A0.100%
4/9/2025180 Wealth Advisors LLC231,098$728K0.1%+13.1%1.359%
2/14/2025Two Sigma Securities LLC13,818$66K0.0%N/A0.081%
1/14/2025180 Wealth Advisors LLC204,339$977K0.2%+10.5%1.202%
11/25/2024Sanctuary Advisors LLC87,140$436K0.0%+29.8%0.513%
9/5/2024Sanctuary Advisors LLC67,139$323K0.0%N/A0.395%
7/17/2024180 Wealth Advisors LLC165,296$868K0.1%+225.4%0.000%
5/1/2024Janney Montgomery Scott LLC35,571$215K0.0%+18.5%0.000%
4/16/2024180 Wealth Advisors LLC50,800$307K0.1%+61.8%0.000%
2/8/2024Navellier & Associates Inc.100,605$724K0.1%+40.3%0.000%
2/2/2024Atria Wealth Solutions Inc.36,844$265K0.0%-16.0%0.000%
2/1/2024Significant Wealth Partners LLC102,771$737K0.5%N/A0.605%
11/13/2023PNC Financial Services Group Inc.4,640$46K0.0%N/A0.000%
11/9/2023Navellier & Associates Inc.71,689$704K0.1%-3.6%0.000%
11/8/2023HighTower Advisors LLC151,645$1.49M0.0%-1.4%0.000%
11/8/2023Janney Montgomery Scott LLC32,098$315K0.0%-14.2%0.000%
11/8/2023Atria Wealth Solutions Inc.43,884$431K0.0%-8.5%0.000%
11/1/2023180 Wealth Advisors LLC32,260$317K0.1%-13.9%0.000%
8/10/2023McGowan Group Asset Management Inc.98,018$776K0.1%-1.8%0.000%
8/10/2023Cetera Advisor Networks LLC82,724$655K0.0%-23.5%0.000%
8/7/2023Navellier & Associates Inc.74,381$589K0.1%-4.0%0.000%
8/3/2023Atria Wealth Solutions Inc.47,964$380K0.0%+13.6%0.000%
7/26/2023Janney Montgomery Scott LLC37,395$296K0.0%+72.9%0.000%
7/12/2023180 Wealth Advisors LLC37,456$312K0.1%+4.1%0.220%
4/7/2023180 Wealth Advisors LLC35,984$298K0.1%+56.4%0.212%
2/14/2023Dorsey Wright & Associates3,481$36K0.0%N/A0.020%
2/13/2023Atria Wealth Solutions Inc.42,231$438K0.0%-4.1%0.248%
2/9/2023HighTower Advisors LLC153,870$1.60M0.0%N/A0.905%
2/6/2023Los Angeles Capital Management LLC11,347$118K0.0%N/A0.067%
2/2/2023Navellier & Associates Inc.73,049$758K0.2%-9.2%0.430%
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2/2/2023180 Wealth Advisors LLC23,001$249K0.1%+12.4%0.135%
2/1/2023Janney Montgomery Scott LLC21,954$228K0.0%+22.9%0.129%
11/9/2022McGowan Group Asset Management Inc.99,575$674K0.1%+4.0%0.586%
11/9/2022Navellier & Associates Inc.80,418$544K0.1%-2.4%0.473%
10/25/2022Janney Montgomery Scott LLC17,864$121K0.0%+18.2%0.105%
10/12/2022180 Wealth Advisors LLC20,466$139K0.0%+33.1%0.120%
8/12/2022Navellier & Associates Inc.82,366$535K0.1%-3.3%0.485%
8/11/2022McGowan Group Asset Management Inc.95,778$622K0.1%-10.2%0.563%
8/9/2022Shoker Investment Counsel Inc.37,252$239K0.1%-28.3%0.219%
8/3/2022AE Wealth Management LLC57,568$374K0.0%N/A0.339%
7/20/2022Dorsey Wright & Associates5,685$37K0.0%N/A0.033%
7/11/2022180 Wealth Advisors LLC15,371$105K0.0%N/A0.090%
5/13/2022McGowan Group Asset Management Inc.106,700$730K0.1%-34.3%0.628%
5/11/2022Shoker Investment Counsel Inc.51,976$355K0.2%-26.9%0.306%
4/29/2022Navellier & Associates Inc.85,160$582K0.1%N/A0.501%
2/14/2022IMA Wealth Inc.5,800$27K0.0%N/A0.034%


VOC Institutional Ownership - Frequently Asked Questions

During the previous two years, 9 institutional investors and hedge funds held shares of VOC Energy Trust. The most heavily invested institutionals were 180 Wealth Advisors LLC ($1.05M), Sanctuary Advisors LLC ($436K), Citadel Advisors LLC ($266K), Two Sigma Securities LLC ($66K), GSA Capital Partners LLP ($64K), XTX Topco Ltd ($61K), and Susquehanna International Group LLP ($36K).Learn more on VOC Energy Trust's institutional investors.

The following institutional investors have purchased VOC Energy Trust's stock in the last 24 months: 180 Wealth Advisors LLC ($240.34K), Sanctuary Advisors LLC ($87.14K), Janney Montgomery Scott LLC ($42.73K), XTX Topco Ltd ($19.26K), Two Sigma Securities LLC ($13.82K), and International Assets Investment Management LLC ($10K).

Institutional investors have bought a total of 115,436 shares in the last 24 months. This purchase volume represents approximately $329.43K in transactions.

The following institutional investors have sold VOC Energy Trust stock in the last 24 months: Janney Montgomery Scott LLC ($26.99K), Susquehanna International Group LLP ($11.15K), Citadel Advisors LLC ($9.70K), GSA Capital Partners LLP ($9.62K), and 180 Wealth Advisors LLC ($6.20K).

Institutional investors have sold a total of 63,653 shares in the last 24 months. This volume of shares sold represents approximately $183.76K in transactions.


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This page (NYSE:VOC) was last updated on 5/21/2026 by MarketBeat.com Staff.
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