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VOC Energy Trust (VOC) stock

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NYSE: VOC NYSE Oil & Gas Exploration & Production Next results ~January 19, 2027

VOC Energy Trust is a US-listed company in the oil & gas exploration & production industry. Its financial year ends in December.

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Funds11 adding, 13 cuttingOf 3 active managers that changed their stake, 1 added; quarter to June 30, 2026Fund buyers and sellers

The Fundamentalytics view

Next results ~January 19, 2027 (estimated)

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Price chart

  • 1 day-3.6%
  • 1 week-11.3%
  • 1 month-8.2%
  • This year+34.6%
  • 1 year+22.7%
  • 5 years+25.9%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Earnings

Last results
October 20, 2026
Next results (est.)
January 19, 2027

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

VOC Energy Trust valuation models and calculator

No model value for VOC Energy Trust at the moment. Current status: limited reported history: available models are shown without a Buy/Hold/Sell rating. Available reported financials are shown below.

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: limited reported history: available models are shown without a Buy/Hold/Sell rating.

Valuation models

We value VOC Energy Trust as an oil and gas producer, with every model that fits that kind of business. Cost of equity 7.5%: the 10-year Treasury yield (4.9%) plus a beta of 0.58 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Proved-reserve net asset value The SEC standardised measure of the company's proved oil and gas reserves (future net cash flows after tax at SEC average prices, discounted at 10%) less debt and other claims, per share. — Does not apply: no twelve-month earnings or share count in the filings yet
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: no twelve-month earnings or share count in the filings yet
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: no twelve-month earnings or share count in the filings yet
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: no twelve-month earnings or share count in the filings yet
Combined value Weighted average of the models that apply: the primary model (proved-reserve net asset value) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. — No model applies: the filings don’t yet support a value.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare VOC Energy Trust with oil and gas producers in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Low.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

No analyst estimates are published for VOC Energy Trust: too few analysts cover it.

Positioning

Short interest
1.0%
of tradable shares
Days to cover
2.31
at average volume
Short interest, 1 month
−30%
to October 15, 2026
Held by institutions
6%
of shares
Held by insiders
26.2%
of shares

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
VOC+138%+162%−23%−25%−36%+35%
Industry peers (median)+86%+54%−8%+2%−15%+17%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
VOC75%67%42%33%33%55%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
VOC−26%−30%−45%−36%−50%−25%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 2, 2015: 78% from April 23, 2019 to September 9, 2020. Getting back needed a 364% gain, reached on October 26, 2021, 412 days after the low.

Price behaviour

52-week range
$2.20 – $3.36
From 52-week high
−12.0%
vs 50-day average
−7.4%
vs 200-day average
+4.2%
Volatility (1 year)
40%
Beta vs S&P 500
-0.25

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
8 up, 4 down
typical move ±5.7%
After a week
9 up, 3 down
typical move ±6.5%
After a month
5 up, 6 down
typical move ±8.7%
Results releasedNext dayS&P 500 next day5 days21 days
October 20, 2026 +4.7% +0.9% +5.0% —
July 20, 2026 +7.0% +0.7% +6.3% +13.7%
April 20, 2026 +6.4% −0.9% +4.9% −1.9%
January 20, 2026 +2.7% −0.9% +4.4% +7.2%
October 20, 2025 +1.4% +1.0% +10.5% +3.3%
July 17, 2025 +4.0% +0.5% +8.1% −6.1%
April 17, 2025 +14.3% −2.2% +12.9% +18.3%
January 17, 2025 −14.3% +1.9% −13.7% −26.2%
October 17, 2024 +6.0% +0.4% +6.0% +4.0%
July 18, 2024 −3.7% −1.4% −2.2% −2.6%
April 18, 2024 −1.3% −1.1% −2.1% −5.2%
January 19, 2024 −2.7% +1.5% +1.4% −7.4%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms . Generated November 3, 2026. Definitions in our methodology.

Who owns it

Funds buying and selling
Reported value
$3.1M
Institutions reporting
24
Shares held vs prior quarter
▼ 5.4%
Positions opened / closed
4 / 6

Top buyers and sellers, Q2 2026: 11 institutions bought and 13 sold ; the biggest buyer was Marshall Wace, LLP (+83K shares) and the biggest seller Citadel Advisors LLC (−102K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Marshall Wace, LLP $955,163 332K 31.1% ▲ 33.5%
180 Wealth Advisors, LLC $856,604 297K 27.9% ▼ 1.8%
Morgan Stanley $479,714 167K 15.6% ▲ 62.6%
Mcgowan Group Asset Management, Inc. $318,539 111K 10.4% ▲ 1.0%
Citadel Advisors LLC $130,706 45K 4.3% ▼ 69.2%
Susquehanna International Group, LLP $85,467 30K 2.8% New
HRT Financial LP $50,000 18K 1.6% ▼ 41.4%
Bank Of America Corp $43,200 15K 1.4% 0.0%
UBS Group AG $34,834 12K 1.1% ▲ 25.4%
LPL Financial LLC $30,609 11K 1.0% ▼ 25.7%
Allworth Financial LP $15,276 5K 0.5% 0.0%
PNC Financial Services Group, Inc. $14,976 5K 0.5% 0.0%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not VOC Energy Trust's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $0 net buying

No open-market insider trades reported in the last 12 months.

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around January 19, 2027 estimated from the company's past filing pattern, not announced

  • October 20, 2026
  • July 20, 2026
  • April 20, 2026
  • January 20, 2026
  • October 20, 2025
  • July 17, 2025

Recent SEC filings

Data status

When each part of this page on VOC Energy Trust was last updated.

DataLast updatedSource
Share priceExchange closing prices
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

VOC Energy Trust in brief

What does VOC Energy Trust do?
VOC Energy Trust is a US-listed company in the oil & gas exploration & production industry. Its financial year ends in December.
What is VOC Energy Trust's stock ticker?
VOC Energy Trust trades under the ticker VOC on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
Who are VOC Energy Trust's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Marshall Wace, LLP, 180 Wealth Advisors, LLC and Morgan Stanley. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
When is VOC Energy Trust's next earnings date?
Around January 19, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — VOC Energy Trust announces its own schedule.