Position in VLO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$222,619
New position
Shares Held
901
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026West Family Investments, Inc. holds $405,771 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
901 | $222,619 | |
| 2 | UGP |
Ultrapar Holdings Inc
|
33,240 | $183,152 |
All Filings in VLO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,619 | 901 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||