Position in VLO
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$3,842,586
+$600,950 QoQ
Shares Held
15,552
-21.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026SVB WEALTH LLC holds $365,822 across 1 Oil & Gas Refining & Marketing name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
2,164 | $365,822 |
All Filings in VLO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,842,586 | 15,552 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,241,636 | 19,913 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,816,142 | 28,287 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,102,496 | 30,520 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,418,963 | 41,031 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,497,760 | 53,004 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $10,954,702 | 69,882 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $12,989,508 | 76,100 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,849,480 | 144,996 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $25,969,065 | 183,255 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $23,525,453 | 200,558 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $37,883,251 | 271,370 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $40,150,301 | 316,493 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $33,706,900 | 315,460 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $33,662,489 | 316,734 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $32,122,077 | 316,349 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $21,996,939 | 292,863 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $20,578,140 | 291,599 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $23,074,825 | 295,528 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $20,571,610 | 287,313 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $14,924,240 | 263,819 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $11,693,800 | 269,940 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $15,419,956 | 262,155 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $9,532,085 | 210,143 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||