Position in VLO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$475,041
+$122,211 QoQ
Shares Held
1,824
+27.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,203
of 1,955 holders
Holding Since
Dec 2024
7 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, 2026Patten Group, Inc. holds $1,761,003 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
7,607 | $1,285,962 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
1,824 | $475,041 |
All Filings in VLO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,041 | 1,824 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $352,830 | 1,428 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $230,673 | 1,417 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $525,933 | 3,089 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $208,351 | 1,550 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $302,704 | 2,292 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $277,421 | 2,263 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||