Position in VLO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,016,757
+$48,945 QoQ
Shares Held
3,904
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#912
of 1,955 holders
Holding Since
Mar 2020
15 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, 2026Segment Wealth Management, LLC holds $26,717,439 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (3.8% of the industry book) .
All Filings in VLO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,016,757 | 3,904 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $967,812 | 3,917 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $633,415 | 3,891 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $662,481 | 3,891 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $664,975 | 4,947 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $673,821 | 5,102 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $606,452 | 4,947 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $657,055 | 4,866 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $929,743 | 5,931 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $967,129 | 5,666 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $580,060 | 4,462 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $432,215 | 3,050 | Shares | Sole | 2023-10-25 | |
| 2020-09-30 | $1,385,850 | 31,991 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,731,719 | 29,441 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,236,105 | 27,251 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||