1WA
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180 Wealth Advisors’s VOC Energy VOC Stock Holding History

180 Wealth Advisors’s Portfolio VOC Stock Details VOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$857K Sell
297,432
-5,550
-2% -$17.3K 0.09% 216
2026
Q1 		$1.05M Sell
302,982
-6,200
-2% -$19.7K 0.12% 187
2025
Q4 		$835K Sell
309,182
-1,560
-0.5% -$4.56K 0.1% 206
2025
Q3 		$910K Buy
310,742
+34,013
+12% +$97.4K 0.11% 172
2025
Q2 		$791K Buy
276,729
+45,631
+20% +$135K 0.11% 174
2025
Q1 		$728K Buy
231,098
+26,759
+13% +$102K 0.12% 172
2024
Q4 		$977K Buy
204,339
+19,439
+11% +$97.4K 0.15% 130
2024
Q3 		$912K Buy
184,900
+19,604
+12% +$97.4K 0.14% 148
2024
Q2 		$868K Buy
165,296
+114,496
+225% +$642K 0.14% 144
2024
Q1 		$307K Buy
50,800
+19,404
+62% +$130K 0.06% 290
2023
Q4 		$232K Sell
31,396
-864
-3% -$7.24K 0.05% 323
2023
Q3 		$317K Sell
32,260
-5,196
-14% -$45.1K 0.07% 251
2023
Q2 		$312K Buy
37,456
+1,472
+4% +$12.1K 0.07% 253
2023
Q1 		$298K Buy
35,984
+12,983
+56% +$118K 0.07% 265
2022
Q4 		$249K Buy
23,001
+2,535
+12% +$22.1K 0.06% 301
2022
Q3 		$139K Buy
20,466
+5,095
+33% +$35.9K 0.04% 328
2022
Q2 		$105K Buy
+15,371
New +$114K 0.03% 350

Other funds holding VOC

MFP
Meramec Financial Planners Saint Louis, Missouri $274M AUM
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

180 Wealth Advisors's VOC Position: Q2 2026 in Review

180 Wealth Advisors reduced its VOC Energy (VOC) stake by 1.8% in Q2 2026, selling an estimated $17.3K and leaving 297,432 shares worth $857K. The position accounts for 0.09% of the portfolio, ranked #216.

180 Wealth Advisors first reported a position in VOC in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.05M in Q1 2026. 4 funds tracked by Wall St. Rank hold VOC as of Q2 2026.

  • 180 Wealth Advisors held 297,432 shares of VOC Energy worth $857K as of Q2 2026.
  • 180 Wealth Advisors sold 5,550 VOC Energy shares in Q2 2026, an estimated $17.3K.
  • VOC Energy made up 0.09% of 180 Wealth Advisors's portfolio in Q2 2026, its #216 holding.
  • 180 Wealth Advisors first reported a position in VOC Energy in Q2 2022 and has held it in 17 quarters since.
  • 180 Wealth Advisors's VOC Energy position peaked at $1.05M in Q1 2026.
  • 4 funds tracked by Wall St. Rank held VOC Energy as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.