Position in VLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$438,841
+$23,747 QoQ
Shares Held
1,685
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,251
of 1,955 holders
Holding Since
Mar 2025
6 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, 2026CFO4Life Group, LLC holds $836,277 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
1,685 | $438,841 | |
| 2 | PSX |
Phillips 66
|
2,351 | $397,436 |
All Filings in VLO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,841 | 1,685 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $415,094 | 1,680 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $273,649 | 1,681 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $286,888 | 1,685 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $224,481 | 1,670 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $208,670 | 1,580 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||