Position in VLO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$788,091
+$40,428 QoQ
Shares Held
3,026
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,004
of 1,955 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Montecito Bank & Trust holds $1,647,540 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
5,084 | $859,449 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
3,026 | $788,091 |
All Filings in VLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $788,091 | 3,026 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $747,663 | 3,026 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $636,345 | 3,909 | Shares | Defined | 2026-01-09 | |
| 2025-09-30 | $656,351 | 3,855 | Shares | Defined | 2025-10-07 | |
| 2025-03-31 | $477,697 | 3,617 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $443,407 | 3,617 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $514,733 | 3,812 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $601,487 | 3,837 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $707,338 | 4,144 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $548,080 | 4,216 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $735,616 | 5,191 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $738,168 | 6,293 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $871,243 | 6,241 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $756,845 | 5,966 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $635,650 | 5,949 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $591,447 | 5,565 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $576,644 | 5,679 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $451,561 | 6,012 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $385,452 | 5,462 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $926,340 | 11,864 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $770,344 | 10,759 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $628,040 | 11,102 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $393,215 | 9,077 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $520,086 | 8,842 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $341,651 | 7,532 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||