Position in VLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$390,660
+$20,040 QoQ
Shares Held
1,500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,306
of 1,955 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026SevenBridge Financial Group, LLC holds $6,890,801 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
38,451 | $6,500,141 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
1,500 | $390,660 |
All Filings in VLO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,660 | 1,500 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $370,620 | 1,500 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $244,185 | 1,500 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $236,661 | 1,390 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $234,294 | 1,743 | Shares | Sole | 2025-09-04 | |
| 2025-03-31 | $285,667 | 2,163 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $289,680 | 2,363 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $426,424 | 3,158 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||