VOC Energy Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 180 WEALTH ADVISORS, LLC | 10/16/2025 | 310.74 K | $910.47 K | 12.29% | 1.83% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 11/13/2025 | 108.03 K | $316.53 K | 1.27% | 0.64% |
| CITADEL ADVISORS LLC | 11/14/2025 | 90.94 K | $266.44 K | 430.70% | 0.53% |
| MORGAN STANLEY | 11/14/2025 | 49.42 K | $144.81 K | 10.36% | 0.29% |
| UBS GROUP AG | 11/13/2025 | 43.47 K | $127.38 K | 20.68% | 0.26% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 39.44 K | $116.00 K | -7.71% | 0.23% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 21.86 K | $64.00 K | -30.56% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 12.26 K | $35.93 K | -87.12% | 0.07% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 5.30 K | $15.49 K | 0.00% | 0.03% |
| SIMPLEX TRADING, LLC | 11/12/2025 | 5.17 K | $15.00 K | -46.81% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 4.64 K | $13.60 K | 0.00% | 0.03% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 3.50 K | $10.26 K | 3,366.34% | 0.02% |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 11/14/2025 | 3.01 K | $8.80 K | 100.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 2.51 K | $7.04 K | 24.94% | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 11/14/2025 | 2.00 K | $5.84 K | 100.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 1.30 K | $3.81 K | -7.07% | 0.01% |
| LARSON FINANCIAL GROUP LLC | 11/14/2025 | 1.00 K | $2.92 K | 0.00% | 0.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 11/10/2025 | 180 | $527 | 0.00% | 0.00% |
| GROUP ONE TRADING, L.P. | 11/12/2025 | 85 | $249 | 100.00% | 0.00% |
| CONCORD WEALTH PARTNERS | 11/05/2025 | 2 | $6 | 0.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE TRADING, LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
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VOC Energy Trust institutional Ownership - FAQ's
During the previous two years, 28 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
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 10,000
PNC FINANCIAL SERVICES GROUP, INC.: 0
Larson Financial Group LLC: 0
4.15% of VOC Energy Trust stock is owned by institutional investors.
Institutional investors have bought a total of 975.53 K shares in the last 24 months. This purchase volume represents approximately $2.79 M in transactions.