Position in VLO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$929,510
-$2,969 QoQ
Shares Held
3,569
-5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
#941
of 1,955 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Biltmore Wealth Management, LLC holds $1,575,281 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (59.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
3,569 | $929,510 | |
| 2 | PSX |
Phillips 66
|
3,820 | $645,771 |
All Filings in VLO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $929,510 | 3,569 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $932,479 | 3,774 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $632,276 | 3,884 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $663,162 | 3,895 | Shares | Sole | 2025-10-22 | |
| 2020-03-31 | $115,486 | 2,546 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||