Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$149,232
+$7,656 QoQ
Shares Held
573
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,680
of 1,955 holders
Holding Since
Mar 2020
26 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, 2026Heritage Wealth Advisors holds $173,678 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (85.9% of the industry book) .
All Filings in VLO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,232 | 573 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $141,576 | 573 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $90,348 | 555 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $94,494 | 555 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $74,603 | 555 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $73,298 | 555 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $68,037 | 555 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $74,941 | 555 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $87,001 | 555 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $470,250 | 2,755 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $358,150 | 2,755 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $369,154 | 2,605 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $305,566 | 2,605 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $363,658 | 2,605 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $330,470 | 2,605 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $278,344 | 2,605 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $276,859 | 2,605 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $264,511 | 2,605 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $195,661 | 2,605 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $183,834 | 2,605 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $203,398 | 2,605 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $190,098 | 2,655 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $147,364 | 2,605 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $112,848 | 2,605 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $153,226 | 2,605 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $99,792 | 2,200 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||