Teamwork Financial Advisors, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1629931
San Antonio, TX
Position in VLO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$4,803,815
-$916,087 QoQ
Shares Held
18,445
-20.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#492
of 1,955 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Derivatives in VLO
reported options exposure · as of Jun 30, 2026CallValue
$1,224,068
CallShares
4,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Teamwork Financial Advisors, LLC holds $5,298,455 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (90.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
18,445 | $4,803,815 | |
| 2 | PSX |
Phillips 66
|
2,926 | $494,640 |
All Filings in VLO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,224,068 | 4,700 | Call | Sole | 2026-07-08 | |
| 2026-06-30 | $4,803,815 | 18,445 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $5,719,902 | 23,150 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,751,658 | 23,046 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,939,135 | 23,136 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,115,586 | 23,178 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $3,040,779 | 23,024 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,823,125 | 23,029 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,103,934 | 22,987 | Shares | Sole | 2024-10-16 | |
| 2024-03-31 | $255,693 | 1,498 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,312,870 | 10,099 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $6,550,119 | 46,222 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $5,269,467 | 44,923 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,083,394 | 36,414 | Shares | Sole | 2023-04-06 | |
| 2022-03-31 | $220,544 | 2,172 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $267,992 | 3,568 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $98,798 | 1,400 | Call | Sole | 2021-10-13 | |
| 2021-09-30 | $370,915 | 5,256 | Shares | Defined | 2021-10-13 | |
| 2021-06-30 | $256,883 | 3,290 | Shares | Sole | 2021-07-13 | |
| 2020-12-31 | $200,597 | 3,546 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $234,057 | 5,403 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $381,447 | 6,485 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $352,583 | 7,773 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||