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VOC Energy Trust (VOC)

CUSIP: 91829B103 | US | Energy · Oil & Gas E&P | Micro Cap | 164 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

180 Wealth Advisors, LLC291,532
0.1% of portfolio›$994.1K
StoneX Group Inc.11,736
0.0% of portfolio›$38.8K
EverSource Wealth Advisors, LLC180
0.0% of portfolio›$614
Simplex Trading, LLC134
0.0% of portfolio›$456
Larson Financial Group LLC10
0.0% of portfolio›$36
Concord Wealth Partners2
0.0% of portfolio›$7
StyleTurnoverLocationFiled
180 Wealth Advisors, LLC
291,532$994.1K0.1%CoreLowFederal Way, WA2026-11-03
StoneX Group Inc.
11,736$38.8K0.0%ETFMediumNew York, NY2026-11-03
EverSource Wealth Advisors, LLC
180$6140.0%CoreMediumBirmingham, AL2026-11-04
Simplex Trading, LLC
134$4560.0%CoreVery HighChicago, IL2026-11-04
Larson Financial Group LLC
10$360.0%GrowthLowSt Louis, MO2026-11-05
Concord Wealth Partners
2$70.0%GrowthLowAbingdon, VA2026-11-02