OSTERWEIS CAPITAL MANAGEMENT INC
Position in VLO — Valero Energy Corp/Tx
CIK 1007524
SAN FRANCISCO, CA
Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$88,810
+$4,556 QoQ
Shares Held
341
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,736
of 1,955 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $88,810 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
341 | $88,810 |
All Filings in VLO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,810 | 341 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $84,254 | 341 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,511 | 341 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $58,058 | 341 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $48,928 | 364 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $660 | 5 | Shares | Sole | 2025-06-05 | |
| No filing history on record for this holder in this stock. | ||||||