Position in VLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,711,681
+$2,432,095 QoQ
Shares Held
27,164
+3.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Allworth Financial LP holds $25,429,430 across 16 Oil & Gas Refining & Marketing names. VLO ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
61,865 | $11,270,565 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
27,164 | $6,711,681 | |
| 3 | MPC |
Marathon Petroleum Corp
|
22,156 | $5,410,052 | |
| 4 | PARR |
Par Pacific Holdings, Inc.
|
17,052 | $1,068,137 | |
| 5 | SUN |
Sunoco LP
|
5,142 | $334,075 | |
| 6 | DINO |
HF Sinclair Corp
|
4,812 | $300,220 | |
| 7 | PBF |
PBF Energy Inc.
|
2,588 | $123,240 | |
| 8 | IEP |
Icahn Enterprises L.P.
|
10,206 | $77,055 |
All Filings in VLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,711,681 | 27,164 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,279,586 | 26,289 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,527,679 | 14,846 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $2,021,945 | 15,042 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,011,392 | 7,658 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $933,400 | 7,614 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,034,194 | 7,659 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,206,895 | 7,699 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,244,159 | 7,289 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $991,510 | 7,627 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,074,303 | 7,581 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $920,805 | 7,850 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,494,697 | 10,707 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,315,411 | 10,369 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,130,045 | 10,576 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,740,335 | 16,375 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,709,222 | 16,833 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,251,032 | 16,656 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,232,152 | 17,460 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,200,792 | 15,379 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $436,688 | 6,099 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $263,050 | 4,650 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $201,351 | 4,648 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $273,277 | 4,646 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $25,809 | 569 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||