OneDigital Investment Advisors LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1690370
OVERLAND PARK, KS
Position in VLO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,762,324
-$1,422,201 QoQ
Shares Held
25,965
-21.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#420
of 1,955 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $13,325,069 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (50.7% of the industry book) .
All Filings in VLO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,762,324 | 25,965 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,184,525 | 33,125 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,508,488 | 33,838 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $862,537 | 5,066 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $611,611 | 4,550 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $662,198 | 5,014 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $515,981 | 4,209 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $903,755 | 6,693 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $862,336 | 5,501 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $564,301 | 3,306 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $471,900 | 3,630 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,454,936 | 10,267 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $216,535 | 1,846 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $281,573 | 2,017 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||