Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / TR UNIT
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Number of holders
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20
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Total 13F shares, excl. options
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704,873
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Shares change
-
+26,389
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Total reported value, excl. options
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$2,065,098
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Value change
-
+$77,386
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Number of buys
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9
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Number of sells
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7
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Price
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$2.93
Institutional Holders of VOC Energy Trust - TR UNIT (VOC) as of Q3 2025
As of 30 Sep 2025 VOC Energy Trust - TR UNIT (VOC) had 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 704,873 shares of stock of the company.
Largest 10 holders included 180 WEALTH ADVISORS, LLC, McGowan Group Asset Management, Inc., CITADEL ADVISORS LLC, MORGAN STANLEY, UBS Group AG, Janney Montgomery Scott LLC, GSA CAPITAL PARTNERS LLP, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Allworth Financial LP, and SIMPLEX TRADING, LLC.
This table shows 20 institutional shareholders of the security as of 30 Sep 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.