VOC — VOC ENERGY TR TR UNIT

Ownership history in EverSource Wealth Advisors, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in VOC ENERGY TR TR UNIT (VOC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 180 — 0% 0.00% $486 $2.62
2025 Q3 UNCHANGED 180 — 0% 0.00% $527 $2.74
2025 Q2 INITIATED 180 — — 0.00% $515 $2.59
% of Fund (quarterly)    VOC price (monthly, adj. close)

Other funds also holding VOC

As of 2025 Q4 — sorted by position size

180 WEALTH ADVISORS, LLC 3Y 7Y 0.1% McGowan Group Asset Management, Inc. 3Y 7Y 0.04% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.01% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.0% Janney Montgomery Scott LLC 3Y 7Y 0.0% Allworth Financial LP 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% NATIONAL BANK OF CANADA /FI/ 3Y 0.0% UBS Group AG 3Y 7Y 0.0% SIMPLEX TRADING, LLC 3Y 7Y 0.0%
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