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VOC on NYSE

VOC Energy Trust

Crude petroleum and natural gas company, listed on NYSE (VOC)1

In its 2026 annual report the company says: “The Trust is a statutory trust created under the Delaware Statutory Trust Act pursuant to a trust agreement dated November 3, 2010 (as amended and restated on May 10, 2011, the “Trust Agreement”) among VOC Brazos, as trustor, The Bank of New York Mellon Trust Company, N.A., as trustee, and Wilmington Trust Company, as Delaware trustee.”3 It is headquartered in Houston, Texas.1

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Last updated Oct 21, 2026.

Overview

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  • TickerVOC on NYSE1
  • IndustryCrude Petroleum & Natural Gas1
  • HeadquartersHouston, Texas1
  • Business address601 Travis Street, Floor 16, Houston, Tx 770022

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VOC Energy Trust (the “Trust”) was formed in November 2010 by VOC Brazos Energy Partners, L.P. (“VOC Brazos”). Much of the information disclosed in this Form 10-K has been provided to the Trust by VOC Brazos, including information associated with the Underlying Properties (as defined below) such as production and well counts, major producing areas, customer relationships, competition, marketing and post-production services, and certain information on which reserve data is based.3 From its latest annual report

What it owns

What VOC Energy Trust reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Properties, in its own words

Reference is made to “Item 1. Business — Description of the Underlying Properties” and “Item 7. Trustee’s Discussion and Analysis of Financial Condition and Results of Operations — Planned Development and Workover Program,” which are incorporated herein by reference.

Item 2 of the 10-K filed Mar 24, 2026.3

Timeline

  1. Jul 20, 20268-K Results of operations4
  2. Apr 20, 20268-K Results of operations5
  3. Jan 20, 20268-K Results of operations6
  4. Oct 20, 20258-K Results of operations7
  5. Jul 17, 20258-K Results of operations8
  6. Apr 17, 20258-K Results of operations9
  7. Jan 17, 20258-K Results of operations10
  8. Oct 17, 20248-K Results of operations11
  9. Jul 18, 20248-K Results of operations12
  10. Apr 18, 20248-K Results of operations13
  11. Jan 19, 20248-K Results of operations14
  12. Oct 19, 20238-K Results of operations15

Calendar

Coming up

  1. Nov 9, 2026Reports results for the quarter ending Sep/202616

When it reported results

  1. Jul 20, 2026Reported quarterly or annual results4
  2. Apr 20, 2026Reported quarterly or annual results5
  3. Jan 20, 2026Reported quarterly or annual results6
  4. Oct 20, 2025Reported quarterly or annual results7
  5. Jul 17, 2025Reported quarterly or annual results8
  6. Apr 17, 2025Reported quarterly or annual results9
  7. Jan 17, 2025Reported quarterly or annual results10
  8. Oct 17, 2024Reported quarterly or annual results11

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

40 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 20 major events. The latest 20:

  1. Aug 10, 202610-Q EDGAR
  2. Jul 20, 20268-K EDGAR
  3. May 13, 202610-Q EDGAR
  4. Apr 20, 20268-K EDGAR
  5. Mar 24, 202610-K EDGAR
  6. Jan 20, 20268-K EDGAR
  7. Nov 10, 202510-Q EDGAR
  8. Oct 20, 20258-K EDGAR
  9. Aug 12, 202510-Q EDGAR
  10. Jul 17, 20258-K EDGAR
  11. May 8, 202510-Q EDGAR
  12. Apr 17, 20258-K FROM 8-K EDGAR
  13. Mar 20, 202510-K EDGAR
  14. Jan 17, 20258-K EDGAR
  15. Nov 7, 202410-Q EDGAR
  16. Oct 17, 20248-K EDGAR
  17. Aug 9, 202410-Q EDGAR
  18. Jul 18, 20248-K EDGAR
  19. May 8, 202410-Q EDGAR
  20. Apr 18, 20248-K EDGAR

The 40 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Marshall Wace, Llp331,654$955.2K0.0%+83,240
180 Wealth Advisors, LLC297,432$856.6K0.1%−5,550
Morgan Stanley166,567$479.7K0.0%+64,144
McGowan Group Asset Management, Inc.110,604$318.5K0.0%+1,074
Citadel Advisors LLC45,384$130.7K0.0%−101,846
Susquehanna International Group, Llp29,676$85.5K0.0%New
Bank Of America Corp /de/15,000$43.2K0.0%No change
UBS Group AG12,095$34.8K0.0%+2,451
LPL Financial LLC10,628$30.6K0.0%−3,680
Allworth Financial LP5,304$15.3K0.0%No change
PNC Financial Services Group, Inc.5,200$15.0K0.0%No change
Bnp Paribas Financial Markets4,942$14.2K0.0%+4,940
Financial Gravity Companies, Inc.4,000$11.5K0.0%New
Wells Fargo & Company/mn3,501$10.1K0.0%No change
Osaic Holdings, Inc.2,505$7.2K0.0%−6,000
Jpmorgan Chase & Co2,477$7.2K0.0%+2,363
Simplex Trading, LLC880$2.5K0.0%−197
Harbour Investments, Inc.800$2.3K0.0%No change
Meramec Financial Planners, LLC476$1.6K0.0%+13
EverSource Wealth Advisors, LLC180$5180.0%−180
Group One Trading LLC39$1120.0%New
Hrt Financial LP17,622$500.0%−12,472
Larson Financial Group LLC10$280.0%New
Concord Wealth Partners2$60.0%New

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How VOC Energy Trust is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARVOC Energy Trust1
  • CIK0001505413
  • Employer ID (EIN)80-61831031
  • Fiscal year endsDecember 311
  • Industry code (SIC)1311 Crude Petroleum & Natural Gas1
  • SEC reviewing officeOffice of Energy & Transportation, Division of Corporation Finance1
  • Business address601 Travis Street, Floor 16, Houston, TX 770021
  • Phone51223665991
  • On EDGAR sinceDec 30, 20101
  • Filings162 in all: 8-K (65), 10-Q (47), 10-K (15), CORRESP (8), UPLOAD (7), SC 13G/A (5), S-1/A (4), SC 13G (4)1
    All 14 form types

    SC 13D (2), 424B1 (1), 8-A12B (1), CERTNYS (1), EFFECT (1), S-1 (1)

  • Latest filingsAnnual report (10-K) Mar 24, 2026
    Quarterly report (10-Q) Aug 10, 2026
    Latest 8-K (8-K) Jul 20, 2026

Risk factors and legal proceedings

The risks VOC Energy Trust names in Item 1A of its 10-K filed Mar 24, 2026: 34 risks under these headings, as written.3

  • Operating Risks
  • Prices of oil and natural gas fluctuate, and lower prices could reduce proceeds to the Trust and cash distributions to Trust unitholders.
  • Actual reserves and future production may be less than current estimates of proved reserves, which could reduce cash distributions by the Trust and the value of the Trust Units.
  • The processes of drilling and completing wells are high risk activities.
  • Risks associated with the production, gathering, transportation and sale of oil and natural gas could adversely affect cash distributions by the Trust.
  • The ability or willingness of OPEC and other oil exporting nations to set and maintain production levels has a significant impact on oil and natural gas commodity prices, which could reduce the amount of cash available for distribution to Trust unitholders.
  • Production of oil and natural gas on the Underlying Properties could be materially and adversely affected by severe or unseasonable weather.
  • VOC Brazos does not have any long-term contracts related to the sale of production of oil and natural gas from the Underlying Properties and may be unable to find purchasers.
  • Shortages or increases in costs of equipment, services and qualified personnel could result in a reduction in the amount of cash available for distribution to the Trust unitholders.
  • Due to lack of geographic diversification of the Underlying Properties, adverse developments in Kansas or Texas could adversely impact the results of operations and cash flows of the Underlying Properties and reduce the amount of cash available for distributions to Trust unitholders.
  • Financial Risks
  • The reserves attributable to the Underlying Properties are depleting assets and production from those properties will diminish over time. Furthermore, the Trust is precluded from acquiring other oil and natural gas properties or net profits interests to replace the depleting assets and production.
The other 24 risks
  • The Trust Units may lose value as a result of title deficiencies with respect to the Underlying Properties.
  • The amount of cash available for distribution by the Trust will be reduced by the amount of any costs and expenses related to the Underlying Properties and other costs and expenses incurred by the Trust.
  • The Trust has established a cash reserve for contingent liabilities and to pay expenses in accordance with the Trust Agreement, which would reduce net profits payable to the Trust and distributions to Trust unitholders.
  • A purchaser’s failure to pay VOC Brazos for purchased production could have a significant adverse impact on VOC Brazos, which in turn could result in VOC Brazos not having sufficient net proceeds attributable to the Net Profits Interest for VOC Brazos to distribute cash to the Trust.
  • The bankruptcy of VOC Brazos or any operator of the Underlying Properties could impede the operation of the wells and the development of the proved undeveloped reserves.
  • Risks Related to the Structure of the Trust
  • Neither the Trust nor the Trust’s unitholders have the ability to influence VOC Brazos or control the operations or development of the Underlying Properties.
  • VOC Brazos may transfer all or a portion of the Underlying Properties at any time without Trust unitholder consent, subject to specified limitations.
  • The Trustee may, under certain circumstances, sell the net profits interest and dissolve the Trust prior to the expected termination of the Trust. As a result, Trust unitholders may not recover their investment.
  • Conflicts of interest could arise between VOC Brazos and its affiliates, on the one hand, and the Trust and the Trust unitholders, on the other hand.
  • The Trust is managed by a Trustee who cannot be replaced except by a vote of the Trust unitholders holding a majority of the Trust Units at a special meeting, which may make it difficult for Trust unitholders to remove or replace the Trustee.
  • Financial information of the Trust is not prepared in accordance with GAAP.
  • The Trust is a smaller reporting company and benefits from certain reduced governance and disclosure requirements, including that the Trust’s independent registered public accounting firm is not required to attest to the effectiveness of the Trust’s internal control over financial reporting. The Trust cannot be certain if the omission of reduced disclosure requirements applicable to smaller reporting companies will make the Trust Units less attractive to investors.
  • Trust unitholders have limited ability to enforce provisions of the net profits interest, and VOC Brazos’ liability to the Trust is limited.
  • Risks Related to Ownership of the Trust Units
  • The disposal by an affiliate of VOC Brazos of its remaining Trust Units may reduce the market price of the Trust Units.
  • The market price for the Trust Units may not reflect the value of the net profits interest held by the Trust.
  • Courts outside of Delaware may not recognize the limited liability of the Trust unitholders provided under Delaware law.
  • Legal, Environmental and Regulatory Risks
  • The Trust may be treated as an unsecured creditor with respect to the net profits interest attributable to properties in Kansas in the event of the bankruptcy of VOC Brazos if a court were to hold that the Conveyance and recording of the net profits interest was not a conveyance of a fully vested real property interest or an interest in hydrocarbons in place or to be produced.
  • The operations of the Underlying Properties are subject to environmental laws and regulations that may result in significant costs and liabilities, which could reduce the amount of cash available for distribution to Trust unitholders.
  • The operations of the Underlying Properties are subject to complex federal, state, local and other laws and regulations that could adversely affect the cost, manner or feasibility of conducting its operations or expose VOC Brazos to significant liabilities, which could reduce the amount of cash available for distribution to Trust unitholders.
  • Climate change laws and regulations restricting emissions of “greenhouse gases” could result in increased operating costs and reduced demand for the oil and natural gas that VOC Brazos produces while the physical effects of climate change could disrupt VOC Brazos’ production and cause VOC Brazos to incur significant costs in preparing for or responding to those effects.
  • Federal and state legislative and regulatory initiatives relating to hydraulic fracturing could result in increased costs and additional operating restrictions or delays as well as adversely affect VOC Brazos’ services.
  • Tax Risks Related to the Trust Units
  • The Trust has not requested a ruling from the IRS regarding the tax treatment of ownership of the Trust Units. If the IRS were to determine (and be sustained in that determination) that the Trust is not a “grantor Trust” for federal income tax purposes, or that the net profits interest is not properly treated as a production payment (and thus would fail to qualify as a debt instrument) for federal income tax purposes, the Trust unitholders may receive different and potentially less advantageous tax treatment than expected.
  • Cybersecurity Risks
  • Cyber-attacks or other failures in telecommunications or information technology systems could result in information theft, data corruption and significant disruption of the business operations of VOC Brazos and its VOC Operators.
  • Cyber-attacks or other failures in telecommunications or IT systems could result in information theft, data corruption and significant disruption of the Trustee’s operations.

Legal proceedings

Currently, there are no legal proceedings pending to which the Trust is a party or of which any of its property is the subject.

The opening of Item 3, Legal Proceedings.3

Sources

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