VOC Energy Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 180 WEALTH ADVISORS, LLC | 01/09/2026 | 309.18 K | $834.79 K | -0.50% | 1.82% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 01/29/2026 | 111.28 K | $300.46 K | 3.01% | 0.65% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 21.86 K | $59.00 K | 0.00% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 17.68 K | $47.73 K | 1,258.72% | 0.10% |
| UBS GROUP AG | 01/29/2026 | 16.04 K | $43.29 K | -63.12% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 12.45 K | $34.00 K | -68.43% | 0.07% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 10.00 K | $27.00 K | 100.00% | 0.06% |
| MORGAN STANLEY | 02/13/2026 | 8.77 K | $23.69 K | -82.25% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 8.51 K | $22.96 K | 239.52% | 0.05% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 5.30 K | $14.32 K | 0.00% | 0.03% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 4.00 K | $10.80 K | 100.00% | 0.02% |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 02/13/2026 | 4.00 K | $10.80 K | 32.71% | 0.02% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 3.50 K | $9.45 K | 0.00% | 0.02% |
| SIMPLEX TRADING, LLC | 02/11/2026 | 2.33 K | $6.30 K | -54.89% | 0.01% |
| 02/10/2026 | 450 | $1.28 K | 100.00% | 0.00% | |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 180 | $486 | 0.00% | 0.00% |
| GROUP ONE TRADING, L.P. | 02/12/2026 | 85 | $230 | 0.00% | 0.00% |
| CONCORD WEALTH PARTNERS | 01/29/2026 | 2 | $5 | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
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VOC Energy Trust institutional Ownership - FAQ's
During the previous two years, 31 institutional investors and hedge funds held shares of VOC Energy Trust. The most heavily invested institutionals were:
180 WEALTH ADVISORS, LLC: 309,182
McGowan Group Asset Management, Inc.: 111,280
GSA CAPITAL PARTNERS LLP: 21,864
BANK OF AMERICA CORP /DE/: 17,677
UBS Group AG: 16,035
Janney Montgomery Scott LLC: 12,452
3.15% of VOC Energy Trust stock is owned by institutional investors.
Institutional investors have bought a total of 848.74 K shares in the last 24 months. This purchase volume represents approximately $2.78 M in transactions.