Bollard Group LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1556218 BOSTON, MA

Back to VLO Full portfolio

Position in VLO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$19,159,789

+$1,070,569 QoQ

Shares Held

73,567

+0.5% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#246

of 1,955 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 85% None 15%

Common Shares in VLO Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Bollard Group LLC holds $38,469,208 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (49.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	73,567	$19,159,789
2	PSX	Phillips 66	109,875	$18,574,368
3	MPC	Marathon Petroleum Corp	2,875	$735,051

All Filings in VLO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,159,789	73,567	+0.5%	Shares	Defined	2026-08-12
2026-03-31	$18,089,220	73,212	+17.3%	Shares	Defined	2026-05-14
2025-12-31	$10,157,444	62,396	-4.3%	Shares	Defined	2026-02-13
2025-09-30	$11,104,697	65,222	+4.9%	Shares	Defined	2025-11-14
2025-06-30	$8,361,461	62,204	+9.5%	Shares	Defined	2025-08-13
2025-03-31	$7,505,538	56,830	+0.8%	Shares	Defined	2025-05-15
2024-12-31	$6,909,417	56,362	-3.0%	Shares	Defined	2025-02-14
2024-09-30	$7,842,002	58,076	-6.5%	Shares	Defined	2024-11-13
2024-06-30	$9,736,833	62,113	+2.0%	Shares	Defined	2024-08-14
2024-03-31	$10,395,362	60,902	+3.3%	Shares	Defined	2024-05-13
2023-12-31	$7,665,840	58,968	+0.8%	Shares	Defined	2024-02-13
2023-09-30	$8,294,002	58,528	+0.7%	Shares	Defined	2023-11-14
2023-06-30	$6,814,426	58,094	+1.0%	Shares	Defined	2023-08-14
2023-03-31	$8,032,863	57,542	+0.8%	Shares	Defined	2023-05-12
2022-12-31	$7,241,929	57,086	-3.9%	Shares	Defined	2023-02-10
2022-09-30	$6,347,958	59,410	+0.8%	Shares	Defined	2022-11-09
2022-06-30	$6,262,442	58,924	+0.7%	Shares	Defined	2022-08-12
2022-03-31	$5,942,019	58,519	+1.2%	Shares	Defined	2022-05-12
2021-12-31	$4,345,038	57,849	+1.4%	Shares	Defined	2022-02-11
2021-09-30	$4,027,923	57,077	+1.5%	Shares	Defined	2021-11-12
2021-06-30	$4,391,375	56,242	+11.4%	Shares	Defined	2021-08-12
2021-03-31	$3,616,229	50,506	+0.0%	Shares	Defined	2021-05-11
2020-12-31	$2,856,728	50,499	-21.7%	Shares	Defined	2021-02-04
2020-09-30	$2,792,147	64,454	+1.1%	Shares	Defined	2020-11-12
2020-06-30	$3,748,716	63,732	-8.7%	Shares	Defined	2020-08-13
2020-03-31	$3,166,037	69,798	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.