Position in VLO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$240,125
+$17,753 QoQ
Shares Held
922
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,562
of 1,964 holders
Holding Since
Dec 2021
10 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, 2026Modera Wealth Management, LLC holds $1,429,927 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (16.8% of the industry book) .
All Filings in VLO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,125 | 922 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $222,372 | 900 | Shares | Sole | 2026-05-06 | |
| 2025-03-31 | $263,083 | 1,992 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $290,660 | 2,371 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $234,412 | 1,736 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $284,519 | 1,815 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $358,961 | 2,103 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $271,700 | 2,090 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $273,925 | 1,933 | Shares | Sole | 2023-11-30 | |
| 2021-12-31 | $344,754 | 4,590 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||