Position in VLO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$889,923
+$30,826 QoQ
Shares Held
3,417
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#956
of 1,955 holders
Holding Since
Jun 2020
24 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, 2026WealthTrust Axiom LLC holds $2,809,986 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (31.7% of the industry book) .
All Filings in VLO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889,923 | 3,417 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $859,097 | 3,477 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $559,834 | 3,439 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $585,353 | 3,438 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $426,380 | 3,172 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $458,811 | 3,474 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $417,909 | 3,409 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $464,098 | 3,437 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $555,870 | 3,546 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $622,506 | 3,647 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $473,980 | 3,646 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $539,348 | 3,806 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $469,786 | 4,005 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $561,750 | 4,024 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $510,357 | 4,023 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $445,671 | 4,171 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $442,868 | 4,167 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $448,096 | 4,413 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $332,962 | 4,433 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $255,463 | 3,620 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $262,661 | 3,364 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $286,901 | 4,007 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $226,336 | 4,001 | Shares | Sole | 2021-02-04 | |
| 2020-06-30 | $204,458 | 3,476 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||