Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / TR UNIT
-
Total 13F shares
-
535,622
-
Share change
-
-169,701
-
Total reported value
-
$1,446,590
-
Price per share
-
$2.70
-
Number of holders
-
18
-
Value change
-
-$484,040
-
Number of buys
-
6
-
Number of sells
-
9
Institutional Holders of VOC Energy Trust - TR UNIT (VOC) as of Q4 2025
As of 31 Dec 2025,
VOC Energy Trust - TR UNIT (VOC) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
535,622 shares.
The largest 10 holders included
180 WEALTH ADVISORS, LLC, McGowan Group Asset Management, Inc., GSA CAPITAL PARTNERS LLP, BANK OF AMERICA CORP /DE/, UBS Group AG, Janney Montgomery Scott LLC, INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC, MORGAN STANLEY, OSAIC HOLDINGS, INC., and Allworth Financial LP.
This page lists
18
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.