Position in VLO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,361,084
+$1,541,070 QoQ
Shares Held
39,783
+11.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#335
of 1,955 holders
Holding Since
Mar 2024
8 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, 2026Crestwood Advisors Group, LLC holds $11,879,863 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (87.2% of the industry book) .
All Filings in VLO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,361,084 | 39,783 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,820,014 | 35,697 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $615,020 | 3,778 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $610,041 | 3,583 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $427,455 | 3,180 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $344,702 | 2,610 | Shares | Sole | 2025-05-05 | |
| 2024-06-30 | $209,274 | 1,335 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $262,691 | 1,539 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||