Position in VLO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,302
+$314 QoQ
Shares Held
5
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,941
of 1,955 holders
Holding Since
Dec 2021
8 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, 2026Mascoma Wealth Management LLC holds $3,506 across 4 Oil & Gas Refining & Marketing names. VLO ranks #1 (37.1% of the industry book) .
All Filings in VLO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,302 | 5 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $988 | 4 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $651 | 4 | Shares | Sole | 2026-02-04 | |
| 2022-12-31 | $9,514 | 75 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $8,013 | 75 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $7,971 | 75 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $7,615 | 75 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $5,633 | 75 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||