Security key
91829B103
- Security type / class
- Equity / TR UNIT
- Total 13F shares
- 743,000
- Total 13F value
- $4,494,389
- Share change
- -251,580
- Put/Call ratio
- 171%
- SEC-reported price per share
- $6.05
- Number of holders
- 26
- Value change
- -$1,931,317
- Number of buys
- 13
- Number of sells
- 13
Open additional details 1 more signal available
Report period
Q1 2024
Institutions
26
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 Dec 2023
13F
Highest disclosed value: $1,092,000
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 $1.09M.
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
$1.09M
Bank of New York Mellon Corp
$797.7K
MORGAN STANLEY
$766.8K
Significant Wealth Partners LLC
$736.9K
McGowan Group Asset Management, Inc.
$724.6K
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
|
$1,092,000
151,645 shares
|
— | 31 Dec 2023 |
| Bank of New York Mellon Corp |
13F
Company
|
—
class O/S missing
|
$797,704
110,792 shares
|
— | 31 Dec 2023 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$766,802
106,500 shares
|
— | 31 Dec 2023 |
| Significant Wealth Partners LLC |
13F
Company
|
—
class O/S missing
|
$736,869
102,771 shares
|
— | 31 Dec 2023 |
| McGowan Group Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$724,600
100,639 shares
|
— | 31 Dec 2023 |
| NAVELLIER & ASSOCIATES INC |
13F
Company
|
—
class O/S missing
|
$724,356
100,605 shares
|
— | 31 Dec 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 Q1 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
26
Shares
743,000
Rows available
26
| 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 Q1 2024 vs Q4 2025 Across Filers
Q4 2025 holders
18
Q1 2024 holders
26
Holder diff
8
| Investor | Q4 2025 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2025 value | Q1 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend