Security key
91829B103
- Security type / class
- Equity / TR UNIT
- Total 13F shares
- 770,308
- Total 13F value
- $1,707,000
- Share change
- +44,323
- SEC-reported price per share
- $2.21
- Number of holders
- 17
- Value change
- +$104,900
- Number of buys
- 10
- Number of sells
- 5
Report period
Q4 2020
Institutions
17
Top holders
10
VOC full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2025
VOC Energy Trust SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 91829B103
Recent filing periods:
Ownership snapshot
Top reported holders of VOC - VOC Energy Trust - TR UNIT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
McGowan Group Asset Manag...
Disclosed value leader
McGowan Group Asset Manag...
Comparable rows
0/15
Latest evidence
30 Sep 2020
13F
Highest disclosed value: $263,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
McGowan Group Asset Management, Inc. has the largest disclosed position value at $263K.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens McGowan Group Asset Management, Inc.'s linked filing trail.
Disclosed position value
Top 5
McGowan Group Asset Management, Inc.
$263K
Creative Planning
$246K
ARROWSTREET CAPITAL, LIMITED PART...
$243K
Shoker Investment Counsel, Inc.
$146K
RR Advisors, LLC
$60K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| McGowan Group Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$263,000
165,482 shares
|
— | 30 Sep 2020 |
| Creative Planning |
13F
Company
|
—
class O/S missing
|
$246,000
154,859 shares
|
— | 30 Sep 2020 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
Company
|
—
class O/S missing
|
$243,000
152,885 shares
|
— | 30 Sep 2020 |
| Shoker Investment Counsel, Inc. |
13F
Company
|
—
class O/S missing
|
$146,000
95,524 shares
|
— | 30 Sep 2020 |
| RR Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$60,000
38,000 shares
|
— | 30 Sep 2020 |
| NORTHERN TRUST CORP |
13F
Company
|
—
class O/S missing
|
$47,000
29,843 shares
|
— | 30 Sep 2020 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
17
Shares
770,308
Rows available
17
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2020 vs Q4 2025 Across Filers
Q4 2025 holders
18
Q4 2020 holders
17
Holder diff
-1
| Investor | Q4 2025 Shares | Q4 2020 Shares | Share Diff | Share Chg % | Q4 2025 value | Q4 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend