Position in VLO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$237,780
+$23,810 QoQ
Shares Held
913
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,560
of 1,951 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $905,460 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (26.3% of the industry book) .
All Filings in VLO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,780 | 913 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $213,970 | 866 | Shares | Other | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||