Security key
91829B103
- Security type / class
- Equity / TR UNIT
- Total 13F shares
- 646,646
- Total 13F value
- $2,036,281
- Share change
- +110,368
- Put/Call ratio
- 126%
- SEC-reported price per share
- $3.15
- Number of holders
- 19
- Value change
- +$308,265
- Number of buys
- 10
- Number of sells
- 5
Open additional details 1 more signal available
Report period
Q1 2025
Institutions
19
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
31 Dec 2024
13F
Highest disclosed value: $976,742
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 $976.7K.
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
$976.7K
McGowan Group Asset Management, Inc.
$502.7K
UBS Group AG
$416.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$359.2K
MORGAN STANLEY
$79.6K
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 |
|---|---|---|---|---|---|
| 180 WEALTH ADVISORS, LLC |
13F
Company
|
—
class O/S missing
|
$976,742
204,339 shares
|
— | 31 Dec 2024 |
| McGowan Group Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$502,652
105,157 shares
|
— | 31 Dec 2024 |
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$416,715
87,179 shares
|
— | 31 Dec 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
Company
|
—
class O/S missing
|
$359,188
75,144 shares
|
— | 31 Dec 2024 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$79,607
16,654 shares
|
— | 31 Dec 2024 |
| TWO SIGMA SECURITIES, LLC |
13F
Company
|
—
class O/S missing
|
$66,050
13,818 shares
|
— | 31 Dec 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 Q1 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
19
Shares
646,646
Rows available
19
| 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 2025 vs Q4 2025 Across Filers
Q4 2025 holders
18
Q1 2025 holders
19
Holder diff
1
| Investor | Q4 2025 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2025 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend