Security key
91829B103
- Security type / class
- Equity / TR UNIT
- Total 13F shares
- 533,169
- Total 13F value
- $2,548,247
- Share change
- -141,589
- Put/Call ratio
- 224%
- SEC-reported price per share
- $4.78
- Number of holders
- 16
- Value change
- -$722,565
- Number of buys
- 8
- Number of sells
- 8
Open additional details 1 more signal available
Report period
Q4 2024
Institutions
16
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
180 WEALTH ADVISORS, LLC
Disclosed value leader
180 WEALTH ADVISORS, LLC
Comparable rows
0/15
Latest evidence
30 Sep 2024
13F
Highest disclosed value: $911,555
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
180 WEALTH ADVISORS, LLC has the largest disclosed position value at $911.6K.
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 180 WEALTH ADVISORS, LLC's linked filing trail.
Disclosed position value
Top 5
180 WEALTH ADVISORS, LLC
$911.6K
Bank of New York Mellon Corp
$560.9K
McGowan Group Asset Management, Inc.
$513K
Sanctuary Advisors, LLC
$435.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$310.3K
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 |
|---|---|---|---|---|---|
| 180 WEALTH ADVISORS, LLC |
13F
Company
|
—
class O/S missing
|
$911,555
184,900 shares
|
— | 30 Sep 2024 |
| Bank of New York Mellon Corp |
13F
Company
|
—
class O/S missing
|
$560,866
113,766 shares
|
— | 30 Sep 2024 |
| McGowan Group Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$513,048
104,067 shares
|
— | 30 Sep 2024 |
| Sanctuary Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$435,700
87,140 shares
|
— | 30 Sep 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
Company
|
—
class O/S missing
|
$310,329
62,947 shares
|
— | 30 Sep 2024 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$268,038
54,369 shares
|
— | 30 Sep 2024 |
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 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
16
Shares
533,169
Rows available
16
| 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 2024 vs Q4 2025 Across Filers
Q4 2025 holders
18
Q4 2024 holders
16
Holder diff
-2
| Investor | Q4 2025 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q4 2025 value | Q4 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend