Position in VLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,622,979
+$369,430 QoQ
Shares Held
13,911
+5.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#554
of 1,955 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Independent Advisor Alliance holds $13,153,427 across 6 Oil & Gas Refining & Marketing names. VLO ranks #2 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
34,704 | $5,866,710 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
13,911 | $3,622,979 | |
| 3 | MPC |
Marathon Petroleum Corp
|
8,985 | $2,297,194 | |
| 4 | PARR |
Par Pacific Holdings, Inc.
|
15,452 | $866,548 | |
| 5 | SUN |
Sunoco LP
|
5,640 | $380,700 | |
| 6 | IEP |
Icahn Enterprises L.P.
|
16,546 | $119,296 |
All Filings in VLO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,622,979 | 13,911 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,253,549 | 13,168 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,123,920 | 13,047 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,259,860 | 13,273 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,757,272 | 13,073 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,773,699 | 13,430 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,773,263 | 14,465 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,926,067 | 14,264 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,404,854 | 15,341 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,641,159 | 21,332 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,606,890 | 20,053 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,709,353 | 19,119 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,374,990 | 11,722 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,681,202 | 12,043 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,342,432 | 10,582 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,075,338 | 10,064 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,341,359 | 12,621 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $382,298 | 3,765 | Shares | Sole | 2022-05-06 | |
| 2020-09-30 | $299,904 | 6,923 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $529,497 | 9,002 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $325,276 | 7,171 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||