Position in VLO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$376,335
+$11,151 QoQ
Shares Held
1,445
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,319
of 1,951 holders
Holding Since
Dec 2022
13 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, 2026Newman Dignan & Sheerar, Inc. holds $738,440 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
1,445 | $376,335 | |
| 2 | PSX |
Phillips 66
|
2,142 | $362,105 |
All Filings in VLO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,335 | 1,445 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $365,184 | 1,478 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $306,370 | 1,882 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $272,245 | 1,599 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $214,534 | 1,596 | Shares | Sole | 2025-07-18 | |
| 2024-09-30 | $268,034 | 1,985 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $241,723 | 1,542 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $262,691 | 1,539 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $255,580 | 1,966 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $210,297 | 1,484 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $218,295 | 1,861 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $228,525 | 1,637 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $214,393 | 1,690 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||