Position in VLO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$258,877
+$17,480 QoQ
Shares Held
994
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,518
of 1,955 holders
Holding Since
Dec 2022
7 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, 2026Valmark Advisers, Inc. holds $2,462,185 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (10.5% of the industry book) .
All Filings in VLO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,877 | 994 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $241,397 | 977 | Shares | Sole | 2026-05-01 | |
| 2024-06-30 | $221,345 | 1,412 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $218,312 | 1,279 | Shares | Sole | 2024-05-06 | |
| 2023-09-30 | $230,845 | 1,629 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $225,454 | 1,615 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $200,311 | 1,579 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||