Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,524,192
+$210,984 QoQ
Shares Held
21,211
-1.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#458
of 1,951 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Family Manage LLC holds $5,839,977 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (94.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
21,211 | $5,524,192 | |
| 2 | PSX |
Phillips 66
|
1,868 | $315,785 |
All Filings in VLO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,524,192 | 21,211 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,313,208 | 21,504 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $236,371 | 1,452 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $2,241,888 | 16,975 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,879,516 | 23,489 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,965,901 | 14,559 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||