Position in VLO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,415,508
+$344,079 QoQ
Shares Held
28,473
-0.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#399
of 1,955 holders
Holding Since
Dec 2020
23 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, 2026Shepherd Financial Partners LLC holds $8,569,346 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (86.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
28,473 | $7,415,508 | |
| 2 | MPC |
Marathon Petroleum Corp
|
4,513 | $1,153,838 |
All Filings in VLO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,415,508 | 28,473 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,071,429 | 28,620 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,692,584 | 28,826 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,940,434 | 29,017 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,903,019 | 29,036 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,950,477 | 29,912 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,514,164 | 28,666 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,780,029 | 27,994 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,253,996 | 27,137 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,592,243 | 26,904 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,407,560 | 26,212 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,631,035 | 25,623 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,982,000 | 25,422 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,487,208 | 24,980 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,173,402 | 25,015 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,680,866 | 25,090 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,736,284 | 25,746 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,562,463 | 25,236 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,903,512 | 25,343 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,744,419 | 24,719 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,877,043 | 24,040 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,683,101 | 23,507 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,017,128 | 17,980 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||