Position in VLO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,701,544
+$704,891 QoQ
Shares Held
10,373
+28.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#617
of 1,955 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Derivatives in VLO
reported options exposure · as of Mar 31, 2022CallValue
$2,741,580
CallShares
27,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $8,753,388 across 4 Oil & Gas Refining & Marketing names. VLO ranks #2 (30.9% of the industry book) .
All Filings in VLO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,701,544 | 10,373 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,996,653 | 8,081 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,312,575 | 8,063 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,368,039 | 8,035 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $894,296 | 6,653 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,021,297 | 7,733 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,126,847 | 9,192 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,255,914 | 9,301 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,463,041 | 9,333 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,580,248 | 9,258 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,181,830 | 9,091 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,300,330 | 9,176 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,145,434 | 9,765 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,110,193 | 15,116 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,870,423 | 14,744 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,551,355 | 14,519 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,636,074 | 15,394 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,741,580 | 27,000 | Call | Sole | 2022-05-10 | |
| 2022-03-31 | $1,542,494 | 15,191 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,138,367 | 15,156 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $727,647 | 10,311 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $633,931 | 8,119 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $512,727 | 7,161 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $335,742 | 5,935 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $210,665 | 4,863 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||