EverSource Wealth Advisors’s VOC Energy VOC Stock Holding History

EverSource 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	$518	Sell	180 -180	-50%	-$562	﹤0.01%	4117
2026 Q1	$1.25K	Buy	360 +180	+100%	+$572	﹤0.01%	3787
2025 Q4	$486	Hold	180	–	–	﹤0.01%	3882
2025 Q3	$527	Hold	180	–	–	﹤0.01%	3938
2025 Q2	$515	Buy	+180	New	+$531	﹤0.01%	3888

Other funds holding VOC

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

MFP

Meramec Financial Planners Saint Louis, Missouri $274M AUM

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its VOC Energy (VOC) stake by 50% in Q2 2026, selling an estimated $562 and leaving 180 shares worth $518. The position accounts for ﹤0.01% of the portfolio, ranked #4117.

EverSource Wealth Advisors first reported a position in VOC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.25K in Q1 2026. 4 funds tracked by Wall St. Rank hold VOC as of Q2 2026.

EverSource Wealth Advisors held 180 shares of VOC Energy worth $518 as of Q2 2026.
EverSource Wealth Advisors sold 180 VOC Energy shares in Q2 2026, an estimated $562.
VOC Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4117 holding.
EverSource Wealth Advisors first reported a position in VOC Energy in Q2 2025 and has held it in 5 quarters since.
EverSource Wealth Advisors's VOC Energy position peaked at $1.25K in Q1 2026.
4 funds tracked by Wall St. Rank held VOC Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.