Position in VLO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$382,325
-$5,096 QoQ
Shares Held
1,468
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,317
of 1,955 holders
Holding Since
Mar 2020
26 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, 2026ProVise Management Group, LLC holds $382,325 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
|
1,468 | $382,325 |
All Filings in VLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,325 | 1,468 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $387,421 | 1,568 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $352,928 | 2,168 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $369,123 | 2,168 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $294,783 | 2,193 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $339,948 | 2,574 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $667,012 | 5,441 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,146,404 | 8,490 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,311,140 | 8,364 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,512,996 | 8,864 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,184,820 | 9,114 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,291,544 | 9,114 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,069,072 | 9,114 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $1,589,904 | 11,389 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,717,557 | 13,539 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,454,655 | 13,614 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,596,857 | 15,025 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,525,638 | 15,025 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,128,527 | 15,025 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,060,314 | 15,025 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,289,881 | 16,520 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,204,312 | 16,820 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $885,037 | 15,645 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $877,013 | 20,245 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,261,394 | 21,445 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,063,465 | 23,445 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||