Position in VLO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,979,604
+$1,016,734 QoQ
Shares Held
7,601
+95.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#176
of 718 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026IFP Advisors, Inc holds $7,604,286 across 14 Oil & Gas Refining & Marketing names. VLO ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
19,223 | $3,249,648 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
7,601 | $1,979,604 | |
| 3 | MPC |
Marathon Petroleum Corp
|
7,665 | $1,959,710 | |
| 4 | DINO |
HF Sinclair Corp
|
2,615 | $182,134 | |
| 5 | SUN |
Sunoco LP
|
1,101 | $74,317 | |
| 6 | PBF |
PBF Energy Inc.
|
1,451 | $66,049 | |
| 7 | WKC |
World Kinect Corp
|
1,774 | $58,435 | |
| 8 | IEP |
Icahn Enterprises L.P.
|
2,138 | $15,414 |
All Filings in VLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,979,604 | 7,601 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $962,870 | 3,897 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $594,346 | 3,651 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $423,436 | 2,487 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $351,911 | 2,618 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,226,005 | 9,283 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,183,729 | 9,656 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,314,111 | 9,732 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,484,673 | 9,471 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,447,792 | 8,482 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,023,360 | 7,872 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,071,185 | 7,559 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $993,765 | 8,472 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,242,300 | 8,899 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,804,583 | 14,225 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,052,054 | 19,205 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,317,021 | 12,392 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,258,283 | 12,392 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $189,427 | 2,522 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $229,634 | 3,254 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $242,048 | 3,100 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $199,406 | 2,785 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $146,176 | 2,584 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $163,273 | 3,769 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $71,936 | 1,223 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $53,524 | 1,180 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||