Position in VLO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$7,983,006
-$285,526 QoQ
Shares Held
30,652
-8.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#385
of 1,955 holders
Holding Since
Mar 2020
26 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, 2026Annex Advisory Services, LLC holds $8,974,821 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (88.9% of the industry book) .
All Filings in VLO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,983,006 | 30,652 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $8,268,532 | 33,465 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,508,363 | 46,123 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,794,162 | 45,778 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,350,991 | 39,808 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,407,342 | 40,943 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $6,304,068 | 51,424 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $7,617,852 | 56,416 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $7,365,525 | 46,986 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $7,792,339 | 45,652 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $7,301,710 | 56,167 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,062,117 | 49,835 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $9,433,969 | 80,426 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $10,972,280 | 78,598 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $10,535,723 | 83,050 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $8,779,223 | 82,164 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $7,863,869 | 73,992 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $8,041,764 | 79,198 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $5,920,170 | 78,820 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,935,783 | 84,112 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $5,016,015 | 64,242 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,058,179 | 42,712 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $2,139,477 | 37,820 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,543,534 | 35,631 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,932,001 | 32,846 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,324,103 | 29,191 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||