Position in VLO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,675,508
-$2,391,901 QoQ
Shares Held
21,792
-33.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#95
of 718 holders
Holding Since
Mar 2020
21 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, 2026Atria Investments, Inc holds $18,157,660 across 8 Oil & Gas Refining & Marketing names. VLO ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
24,528 | $6,271,073 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
21,792 | $5,675,508 | |
| 3 | PSX |
Phillips 66
|
19,061 | $3,222,262 | |
| 4 | DINO |
HF Sinclair Corp
|
15,233 | $1,060,978 | |
| 5 | WKC |
World Kinect Corp
|
29,121 | $959,245 | |
| 6 | PBF |
PBF Energy Inc.
|
8,093 | $368,393 | |
| 7 | UGP |
Ultrapar Holdings Inc
|
67,485 | $338,774 | |
| 8 | SUN |
Sunoco LP
|
3,873 | $261,427 |
All Filings in VLO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,675,508 | 21,792 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,067,409 | 32,651 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,911,518 | 24,028 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,145,320 | 24,347 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,915,923 | 29,132 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,346,623 | 48,055 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,676,529 | 46,305 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,021,932 | 44,597 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $6,893,207 | 43,973 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,415,114 | 43,442 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $5,487,560 | 42,212 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,168,494 | 43,529 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,216,682 | 44,473 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,104,149 | 43,726 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,913,705 | 46,616 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,039,900 | 47,168 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,870,812 | 45,830 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,817,396 | 37,595 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,055,234 | 27,363 | Shares | Sole | 2022-02-04 | |
| 2020-06-30 | $1,096,698 | 18,645 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $1,274,162 | 28,090 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||