Position in VLO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$421,391
-$237,818 QoQ
Shares Held
1,618
-39.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#441
of 775 holders
Holding Since
Mar 2020
23 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, 2026JFS WEALTH ADVISORS, LLC holds $708,935 across 10 Oil & Gas Refining & Marketing names. VLO ranks #1 (59.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
1,618 | $421,391 | |
| 2 | MPC |
Marathon Petroleum Corp
|
673 | $172,065 | |
| 3 | PSX |
Phillips 66
|
572 | $96,696 | |
| 4 | DINO |
HF Sinclair Corp
|
166 | $11,561 | |
| 5 | PBF |
PBF Energy Inc.
|
99 | $4,506 | |
| 6 | UGP |
Ultrapar Holdings Inc
|
253 | $1,270 | |
| 7 | CSAN |
Cosan S.A.
|
200 | $576 | |
| 8 | WKC |
World Kinect Corp
|
13 | $428 |
All Filings in VLO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,391 | 1,618 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $659,209 | 2,668 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $106,464 | 654 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $103,347 | 607 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $74,871 | 557 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $70,789 | 536 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $65,217 | 532 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $76,697 | 568 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $39,346 | 251 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $40,624 | 238 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $30,940 | 238 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $36,136 | 255 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $23,577 | 201 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $29,176 | 209 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $27,148 | 214 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,904 | 205 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $27,632 | 260 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $17,464 | 172 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $11,266 | 150 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $7,339 | 104 | Shares | Sole | 2021-11-09 | |
| 2020-09-30 | $1,862 | 43 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,529 | 43 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,950 | 43 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||