Position in VLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,175,404
+$2,153,715 QoQ
Shares Held
16,899
+36.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Waverly Advisors, LLC holds $25,955,095 across 6 Oil & Gas Refining & Marketing names. VLO ranks #4 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUN |
Sunoco LP
|
132,058 | $8,579,808 | |
| 2 | PSX |
Phillips 66
|
34,340 | $6,256,061 | |
| 3 | MPC |
Marathon Petroleum Corp
|
25,154 | $6,142,103 | |
| 4 | VLO |
Valero Energy Corp/Tx
This page
|
16,899 | $4,175,404 | |
| 5 | DINO |
HF Sinclair Corp
|
9,558 | $596,323 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
3,279 | $205,396 |
All Filings in VLO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,175,404 | 16,899 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,021,689 | 12,419 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,210,548 | 7,110 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $909,620 | 6,767 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $858,322 | 6,499 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $771,336 | 6,292 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $521,080 | 3,859 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $608,541 | 3,882 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $772,371 | 4,525 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $330,980 | 2,546 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||