Position in VLO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,131,872
-$8,029,607 QoQ
Shares Held
4,346
-88.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#878
of 1,955 holders
Holding Since
Jun 2020
19 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, 2026Dakota Wealth Management holds $12,690,339 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (8.9% of the industry book) .
All Filings in VLO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,131,872 | 4,346 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $9,161,479 | 37,079 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $5,781,486 | 35,515 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $921,447 | 5,412 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,705,252 | 12,686 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $1,357,679 | 10,280 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $1,437,612 | 11,727 | Shares | Sole | 2025-01-17 | |
| 2024-06-30 | $204,571 | 1,305 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $221,214 | 1,296 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $218,658 | 1,543 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $236,007 | 2,012 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $12,875,308 | 92,230 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $8,370,983 | 65,986 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $679,351 | 6,358 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $551,379 | 5,188 | Shares | Other | 2022-08-05 | |
| 2021-06-30 | $3,934,451 | 50,390 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,308,026 | 32,235 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $444,463 | 10,260 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,104,814 | 35,784 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||