Position in VLO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$314,351
+$25,021 QoQ
Shares Held
1,207
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,396
of 1,955 holders
Holding Since
Mar 2026
2 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, 2026LIGHTHOUSE FINANCIAL SERVICES INC /ADV holds $314,351 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
|
1,207 | $314,351 |
All Filings in VLO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,351 | 1,207 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $289,330 | 1,171 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||