Position in VLO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$353,677
+$43,098 QoQ
Shares Held
1,358
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,351
of 1,955 holders
Holding Since
Mar 2024
5 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, 2026Legacy Financial Advisors, Inc. holds $2,065,618 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (17.1% of the industry book) .
All Filings in VLO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,677 | 1,358 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $310,579 | 1,257 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $202,022 | 1,241 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $205,333 | 1,206 | Shares | Sole | 2025-11-10 | |
| 2024-03-31 | $210,972 | 1,236 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||