Position in VLO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,619,856
+$1,399,113 QoQ
Shares Held
6,556
+383.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 2%
Shared 5%
None 93%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026GeoWealth Management, LLC holds $3,202,254 across 5 Oil & Gas Refining & Marketing names. VLO ranks #1 (50.6% of the industry book) .
All Filings in VLO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,619,856 | 6,556 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $220,743 | 1,356 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $226,956 | 1,333 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $180,929 | 1,346 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $179,746 | 1,361 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $186,336 | 1,520 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $252,370 | 1,869 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $297,216 | 1,896 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $201,584 | 1,181 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $119,990 | 923 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,230,467 | 8,683 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $123,399 | 1,052 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $130,246 | 933 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||