Position in VLO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$7,080,321
+$931,242 QoQ
Shares Held
27,186
+9.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#409
of 1,955 holders
Holding Since
Mar 2020
22 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, 2026Sequoia Financial Advisors, LLC holds $21,569,806 across 7 Oil & Gas Refining & Marketing names. VLO ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
27,186 | $7,080,321 | |
| 2 | PSX |
Phillips 66
|
39,247 | $6,634,705 | |
| 3 | MPC |
Marathon Petroleum Corp
|
22,789 | $5,826,463 | |
| 4 | DINO |
HF Sinclair Corp
|
14,553 | $1,013,616 | |
| 5 | PBF |
PBF Energy Inc.
|
10,631 | $483,923 | |
| 6 | UGP |
Ultrapar Holdings Inc
|
64,525 | $323,915 | |
| 7 | WKC |
World Kinect Corp
|
6,280 | $206,863 |
All Filings in VLO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,080,321 | 27,186 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $6,149,079 | 24,887 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,106,214 | 25,224 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,718,989 | 21,843 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,742,302 | 20,401 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,506,028 | 18,975 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,233,344 | 18,218 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $2,315,494 | 17,148 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,679,498 | 17,093 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,702,705 | 15,834 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,822,990 | 14,023 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,482,144 | 10,459 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,478,566 | 12,605 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,878,038 | 13,453 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,053,318 | 8,303 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $340,103 | 3,183 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $463,699 | 4,363 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $392,249 | 3,863 | Shares | Sole | 2022-05-13 | |
| 2021-06-30 | $221,747 | 2,840 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $203,630 | 2,844 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $847,360 | 14,406 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $605,964 | 13,359 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||