Position in VLO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,195,680
+$289,391 QoQ
Shares Held
4,591
+25.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#858
of 1,955 holders
Holding Since
Dec 2022
12 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, 2026HBK Sorce Advisory LLC holds $4,956,090 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (24.1% of the industry book) .
All Filings in VLO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,195,680 | 4,591 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $906,289 | 3,668 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $616,648 | 3,788 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $635,921 | 3,735 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $495,740 | 3,688 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $461,980 | 3,498 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $418,644 | 3,415 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $376,868 | 2,791 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $449,430 | 2,867 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $416,995 | 2,443 | Shares | Sole | 2024-05-09 | |
| 2023-09-30 | $200,519 | 1,415 | Shares | Sole | 2023-11-06 | |
| 2022-12-31 | $314,866 | 2,482 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||