180 Wealth Advisors
VOC icon

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
Q3 		$994K Sell
291,532
-5,900
-2% -$19.1K 0.1% 203
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

StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Concord Wealth Partners
Concord Wealth Partners Abingdon, Virginia $860M AUM 17.87% 1-Year Est. Return

180 Wealth Advisors's VOC Position: Q3 2026 in Review

180 Wealth Advisors reduced its VOC Energy (VOC) stake by 2% in Q3 2026, selling an estimated $19.1K and leaving 291,532 shares worth $994K. The position accounts for 0.1% of the portfolio, ranked #203.

180 Wealth Advisors first reported a position in VOC in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.05M in Q1 2026. 8 funds tracked by Wall St. Rank hold VOC as of Q3 2026.

  • 180 Wealth Advisors held 291,532 shares of VOC Energy worth $994K as of Q3 2026.
  • 180 Wealth Advisors sold 5,900 VOC Energy shares in Q3 2026, an estimated $19.1K.
  • VOC Energy made up 0.1% of 180 Wealth Advisors's portfolio in Q3 2026, its #203 holding.
  • 180 Wealth Advisors first reported a position in VOC Energy in Q2 2022 and has held it in 18 quarters since.
  • 180 Wealth Advisors's VOC Energy position peaked at $1.05M in Q1 2026.
  • 8 funds tracked by Wall St. Rank held VOC Energy as of Q3 2026.

Based on 180 Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.