Security key
91829B103
- Security type / class
- Equity / TR UNIT
- Total 13F shares
- 317,918
- Total 13F value
- $915,828
- Share change
- -39,016
- SEC-reported price per share
- $2.88
- Number of holders
- 7
- Value change
- -$128,551
- Number of buys
- 2
- Number of sells
- 5
Report period
Q2 2026
Institutions
7
Top holders
7
VOC full security history
Ownership snapshot
Full 13F holder table
Previous 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 Mar 2026
13F
Highest disclosed value: $1,048,318
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 $1.05M.
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
$1.05M
MARSHALL WACE, LLP
$859.5K
CITADEL ADVISORS LLC
$509.4K
McGowan Group Asset Management, Inc.
$379K
MORGAN STANLEY
$354.4K
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
|
$1,048,318
302,982 shares
|
— | 31 Mar 2026 |
| MARSHALL WACE, LLP |
13F
Company
|
—
class O/S missing
|
$859,512
248,414 shares
|
— | 31 Mar 2026 |
| CITADEL ADVISORS LLC |
13F
Company
|
—
class O/S missing
|
$509,416
147,230 shares
|
— | 31 Mar 2026 |
| McGowan Group Asset Management, Inc. |
13F
Company
|
—
class O/S missing
|
$378,973
109,530 shares
|
— | 31 Mar 2026 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$354,384
102,423 shares
|
— | 31 Mar 2026 |
| JANE STREET GROUP, LLC |
13F
Company
|
—
class O/S missing
|
$161,316
46,623 shares
|
— | 31 Mar 2026 |
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 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
7
Shares
317,918
Rows available
7
| 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 2026 vs Q4 2025 Across Filers
Q4 2025 holders
18
Q2 2026 holders
7
Holder diff
-11
| Investor | Q4 2025 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q4 2025 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend