Security key
91829B103
- Security type / class
- Equity / TR UNIT
- Total 13F shares
- 726,516
- Total 13F value
- $5,766,919
- Share change
- -41,760
- Put/Call ratio
- 57%
- SEC-reported price per share
- $7.92
- Number of holders
- 25
- Value change
- -$329,848
- Number of buys
- 10
- Number of sells
- 10
Open additional details 1 more signal available
Report period
Q2 2023
Institutions
25
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
HighTower Advisors, LLC
Disclosed value leader
HighTower Advisors, LLC
Comparable rows
0/15
Latest evidence
31 Mar 2023
13F
Highest disclosed value: $1,274,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
HighTower Advisors, LLC has the largest disclosed position value at $1.27M.
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 HighTower Advisors, LLC's linked filing trail.
Disclosed position value
Top 5
HighTower Advisors, LLC
$1.27M
Cetera Advisor Networks LLC
$893.7K
McGowan Group Asset Management, Inc.
$825.2K
NAVELLIER & ASSOCIATES INC
$640.9K
MORGAN STANLEY
$634K
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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$1,274,000
153,870 shares
|
— | 31 Mar 2023 |
| Cetera Advisor Networks LLC |
13F
Company
|
—
class O/S missing
|
$893,739
108,070 shares
|
— | 31 Mar 2023 |
| McGowan Group Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$825,177
99,780 shares
|
— | 31 Mar 2023 |
| NAVELLIER & ASSOCIATES INC |
13F
Company
|
—
class O/S missing
|
$640,859
77,492 shares
|
— | 31 Mar 2023 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$633,954
76,657 shares
|
— | 31 Mar 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
Company
|
—
class O/S missing
|
$426,252
51,542 shares
|
— | 31 Mar 2023 |
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 Q2 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
25
Shares
726,516
Rows available
25
| 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 Q2 2023 vs Q4 2025 Across Filers
Q4 2025 holders
18
Q2 2023 holders
25
Holder diff
7
| Investor | Q4 2025 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q4 2025 value | Q2 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend