Position in VLO
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$14,651,349
+$6,553,361 QoQ
Shares Held
59,298
+19.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2.2378495058855274.ToString("F0")%
Shared 0.ToString("F0")%
None 97.76215049411448.ToString("F0")%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026NewEdge Advisors, LLC holds $181,541,216 across 13 Oil & Gas Refining & Marketing names. VLO ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
824,364 | $150,182,633 | |
| 2 | MPC |
Marathon Petroleum Corp
|
60,998 | $14,894,491 | |
| 3 | VLO |
Valero Energy Corp/Tx
This page
|
59,298 | $14,651,349 | |
| 4 | SUN |
Sunoco LP
|
8,704 | $565,498 | |
| 5 | CVI |
Cvr Energy Inc
|
13,554 | $456,092 | |
| 6 | DINO |
HF Sinclair Corp
|
6,402 | $399,420 | |
| 7 | DK |
Delek US Holdings, Inc.
|
6,431 | $289,845 | |
| 8 | CAPL |
CrossAmerica Partners LP
|
2,100 | $43,638 |
All Filings in VLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,651,349 | 59,298 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $8,097,988 | 49,745 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,859,838 | 34,417 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $4,163,256 | 30,972 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,063,960 | 38,343 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,268,004 | 26,658 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,662,823 | 27,126 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,170,756 | 26,606 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $4,145,889 | 24,289 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,917,720 | 22,444 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,975,107 | 28,051 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,494,601 | 29,792 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,476,368 | 39,229 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,251,877 | 41,399 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,129,850 | 29,292 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,602,041 | 33,892 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,638,516 | 25,985 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,686,595 | 22,455 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $907,811 | 12,864 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $874,652 | 11,202 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $796,621 | 11,126 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $428,008 | 7,566 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $294,489 | 6,798 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $411,740 | 7,000 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $434,049 | 9,569 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||