Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$312,528
+$16,032 QoQ
Shares Held
1,200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,400
of 1,955 holders
Holding Since
Mar 2024
4 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, 2026WIMMER ASSOCIATES 1, LLC holds $1,846,318 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
9,073 | $1,533,790 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
1,200 | $312,528 |
All Filings in VLO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,528 | 1,200 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $296,496 | 1,200 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $204,312 | 1,200 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $204,828 | 1,200 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||