Position in VLO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$221,374
+$11,356 QoQ
Shares Held
850
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,602
of 1,955 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $371,964 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (59.5% 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 | $221,374 | 850 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $210,018 | 850 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $138,371 | 850 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $144,721 | 850 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $114,257 | 850 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $112,259 | 850 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $104,201 | 850 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $114,775 | 850 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $133,246 | 850 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $145,086 | 850 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $110,890 | 853 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $120,453 | 850 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $99,705 | 850 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $129,828 | 930 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $143,351 | 1,130 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $130,357 | 1,220 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $129,661 | 1,220 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $432,458 | 4,259 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $430,680 | 5,734 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $415,375 | 5,886 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $473,945 | 6,070 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $433,180 | 6,050 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $383,544 | 6,780 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $481,935 | 11,125 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $708,781 | 12,050 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $632,318 | 13,940 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||