Position in VLO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,527,403
+$1,618,173 QoQ
Shares Held
25,063
+26.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#431
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, 2026Merit Financial Group, LLC holds $21,320,008 across 9 Oil & Gas Refining & Marketing names. VLO ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
42,079 | $7,113,451 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
25,063 | $6,527,403 | |
| 3 | MPC |
Marathon Petroleum Corp
|
13,496 | $3,450,519 | |
| 4 | DINO |
HF Sinclair Corp
|
27,759 | $1,933,409 | |
| 5 | PBF |
PBF Energy Inc.
|
17,382 | $791,226 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
12,678 | $710,978 | |
| 7 | WKC |
World Kinect Corp
|
13,915 | $458,358 | |
| 8 | DK |
Delek US Holdings, Inc.
|
6,100 | $309,940 |
All Filings in VLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,527,403 | 25,063 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $4,909,230 | 19,869 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $3,115,960 | 19,141 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,785,621 | 16,361 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $2,082,434 | 15,492 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,829,037 | 13,849 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $843,786 | 6,883 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $672,989 | 4,984 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,151,558 | 7,346 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,082,686 | 6,343 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $668,980 | 5,146 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $656,542 | 4,633 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $565,972 | 4,825 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $514,007 | 3,682 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $534,461 | 4,213 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $376,539 | 3,524 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $458,491 | 4,314 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $230,191 | 2,267 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $567,080 | 7,550 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $510,926 | 7,240 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $554,758 | 7,105 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $499,266 | 6,973 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $347,226 | 6,138 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $306,575 | 7,077 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $394,682 | 6,710 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $272,386 | 6,005 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||