Position in VLO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,036,374
-$832,711 QoQ
Shares Held
7,819
-32.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#173
of 718 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $6,295,069 across 15 Oil & Gas Refining & Marketing names. VLO ranks #1 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
7,819 | $2,036,374 | |
| 2 | MPC |
Marathon Petroleum Corp
|
7,539 | $1,927,492 | |
| 3 | PSX |
Phillips 66
|
8,851 | $1,496,256 | |
| 4 | DINO |
HF Sinclair Corp
|
5,885 | $409,886 | |
| 5 | PBF |
PBF Energy Inc.
|
2,783 | $126,679 | |
| 6 | CAPL |
CrossAmerica Partners LP
|
3,200 | $71,744 | |
| 7 | SUN |
Sunoco LP
|
1,027 | $69,322 | |
| 8 | WKC |
World Kinect Corp
|
1,788 | $58,893 |
All Filings in VLO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,036,374 | 7,819 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,869,085 | 11,612 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,265,199 | 7,772 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,343,008 | 7,888 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,116,355 | 8,305 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $910,488 | 6,894 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $771,822 | 6,296 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $821,789 | 6,086 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $930,837 | 5,938 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $797,629 | 4,673 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $616,330 | 4,741 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $678,647 | 4,789 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $588,609 | 5,018 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $656,117 | 4,700 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $595,100 | 4,691 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $602,953 | 5,643 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $85,660 | 806 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $39,092 | 385 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $27,038 | 360 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||