VOC ENERGY TR (VOC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
23
Reporting holders
$3.2M
Reported value
4.9%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MARSHALL WACE, LLP | $955.2K | 331,654 | 0.00% | 2q | +33.5%+$239.7K |
| 180 WEALTH ADVISORS, LLC | $856.6K | 297,432 | 0.09% | 17q | -1.8%-$16.0K |
| MORGAN STANLEY | $479.7K | 166,567 | 0.00% | 35q | +62.6%+$184.7K |
| McGowan Group Asset Management, Inc. | $318.5K | 110,604 | 0.04% | 31q | +1.0%+$3.1K |
| GROUP ONE TRADING LLC | $156.2K | 39 | 0.00% | 2q | HELD |
| CITADEL ADVISORS LLC | $130.7K | 45,384 | 0.00% | 2q | -69.2%-$293.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $85.5K | 29,676 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $43.2K | 15,000 | 0.00% | 31q | HELD |
| UBS Group AG | $34.8K | 12,095 | 0.00% | 7q | +25.4%+$7.1K |
| LPL Financial LLC | $30.6K | 10,628 | 0.00% | 2q | -25.7%-$10.6K |
| Allworth Financial LP | $15.3K | 5,304 | 0.00% | 5q | HELD |
| PNC Financial Services Group, Inc. | $15.0K | 5,200 | 0.00% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $14.2K | 4,942 | 0.00% | 2q | +247000.0%+$14.2K |
| Financial Gravity Companies, Inc. | $11.5K | 4,000 | 0.00% | 2q | +32.7%+$2.8K |
| WELLS FARGO & COMPANY/MN | $10.1K | 3,501 | 0.00% | 15q | -50.0%-$10.1K |
| OSAIC HOLDINGS, INC. | $7.2K | 2,505 | 0.00% | 26q | -70.5%-$17.3K |
| JPMORGAN CHASE & CO | $7.2K | 2,477 | 0.00% | 2q | +2072.8%+$6.9K |
| SIMPLEX TRADING, LLC | $2.5K | 880 | 0.00% | 6q | -18.3% |
| HARBOUR INVESTMENTS, INC. | $2.3K | 800 | 0.00% | 2q | HELD |
| Meramec Financial Planners, LLC | $1.6K | 476 | 0.00% | 3q | +2.8% |
| EverSource Wealth Advisors, LLC | $518 | 180 | 0.00% | 5q | -50.0% |
| HRT FINANCIAL LP | $50 | 17,622 | 0.00% | 2q | -41.4% |
| Larson Financial Group LLC | $28 | 10 | 0.00% | new | NEW |
| Concord Wealth Partners | $6 | 2 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 23 | $3.2M | 1,049,356 | 4 | 8 | 7 | 4.9% |
| Q1 2026 | 24 | $3.9M | 1,062,660 | 11 | 4 | 6 | 6.3% |
| Q4 2025 | 16 | $1.4M | 501,306 | 1 | 5 | 4 | 0.5% |
| Q3 2025 | 18 | $1.9M | 638,399 | 2 | 7 | 2 | 0.0% |
| Q2 2025 | 20 | $2.2M | 594,541 | 7 | 5 | 3 | 21.9% |
| Q1 2025 | 17 | $2.4M | 594,388 | 3 | 5 | 3 | 22.0% |
| Q4 2024 | 17 | $3.4M | 523,066 | 5 | 4 | 3 | 27.3% |
| Q3 2024 | 17 | $4.1M | 662,851 | 2 | 6 | 3 | 19.9% |
| Q2 2024 | 20 | $4.2M | 703,153 | 2 | 4 | 6 | 15.6% |
| Q1 2024 | 23 | $5.3M | 745,199 | 5 | 6 | 5 | 14.8% |
| Q4 2023 | 25 | $8.3M | 1,042,626 | 4 | 6 | 5 | 9.8% |
| Q3 2023 | 24 | $7.6M | 646,033 | 3 | 4 | 8 | 16.8% |
| Q2 2023 | 25 | $7.0M | 674,884 | 4 | 3 | 7 | 23.3% |
| Q1 2023 | 23 | $7.9M | 712,105 | 2 | 9 | 3 | 25.4% |
| Q4 2022 | 29 | $8.9M | 668,998 | 14 | 4 | 6 | 22.3% |
| Q3 2022 | 25 | $5.3M | 572,003 | 4 | 9 | 5 | 26.4% |
| Q2 2022 | 28 | $7.2M | 824,617 | 9 | 2 | 12 | 25.8% |
| Q1 2022 | 22 | $7.0M | 876,876 | 8 | 2 | 6 | 14.3% |
| Q4 2021 | 21 | $4.0M | 776,234 | 5 | 6 | 3 | 9.0% |
| Q3 2021 | 19 | $4.1M | 734,691 | 3 | 2 | 7 | 18.2% |
| Q2 2021 | 18 | $4.3M | 759,134 | 2 | 6 | 4 | 16.2% |
| Q1 2021 | 18 | $3.7M | 940,688 | 1 | 4 | 5 | 10.4% |
| Q4 2020 | 17 | $1.9M | 789,889 | 5 | 4 | 3 | 9.3% |
| Q3 2020 | 17 | $1.2M | 726,485 | 1 | 3 | 3 | 6.5% |
| Q2 2020 | 20 | $2.1M | 780,053 | 1 | 7 | 4 | 9.0% |
| Q1 2020 | 22 | $1.5M | 800,760 | 3 | 6 | 7 | 14.8% |
| Q4 2019 | 24 | $6.5M | 1,287,509 | 4 | 6 | 8 | 8.8% |
| Q3 2019 | 28 | $15.4M | 2,612,428 | 4 | 7 | 7 | 10.3% |
| Q2 2019 | 30 | $19.7M | 2,941,703 | 8 | 7 | 5 | 24.3% |
| Q1 2019 | 26 | $19.5M | 2,736,397 | 5 | 6 | 8 | 20.0% |
| Q4 2018 | 26 | $12.0M | 2,733,799 | 0 | 0 | 1 | 17.4% |