Position in VLO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,155,499
+$393,594 QoQ
Shares Held
23,635
+1.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#438
of 1,955 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Welch & Forbes LLC holds $10,186,658 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (60.4% of the industry book) .
All Filings in VLO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,155,499 | 23,635 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,761,905 | 23,320 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,783,239 | 23,240 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,975,060 | 23,347 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,158,466 | 23,497 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,147,096 | 23,829 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,962,877 | 24,169 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,269,481 | 24,213 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,795,629 | 24,213 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,197,779 | 24,593 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,197,090 | 24,593 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,492,301 | 24,644 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,878,190 | 24,537 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,439,185 | 24,636 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,130,270 | 24,675 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,714,524 | 25,405 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,631,280 | 24,758 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,573,328 | 25,343 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,153,178 | 28,667 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,094,305 | 29,677 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,573,282 | 32,957 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,600,655 | 36,322 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,907,314 | 33,716 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $3,675,312 | 84,841 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $6,239,155 | 106,072 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $8,049,268 | 177,453 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||