Position in VLO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$270,076
+$14,843 QoQ
Shares Held
1,037
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,487
of 1,955 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $4,861,524 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (5.6% of the industry book) .
All Filings in VLO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,076 | 1,037 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $255,233 | 1,033 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||