Position in VLO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$10,958,986
+$3,702,134 QoQ
Shares Held
44,354
-0.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Sound Income Strategies, LLC holds $25,544,450 across 8 Oil & Gas Refining & Marketing names. VLO ranks #2 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DINO |
HF Sinclair Corp
|
220,359 | $13,748,198 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
44,354 | $10,958,986 | |
| 3 | MPC |
Marathon Petroleum Corp
|
2,017 | $492,511 | |
| 4 | PSX |
Phillips 66
|
1,525 | $277,824 | |
| 5 | PBF |
PBF Energy Inc.
|
1,235 | $58,810 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
116 | $7,266 | |
| 7 | DK |
Delek US Holdings, Inc.
|
16 | $721 | |
| 8 | CVI |
Cvr Energy Inc
|
4 | $134 |
All Filings in VLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,958,986 | 44,354 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,256,852 | 44,578 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $14,731,065 | 86,521 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $11,664,833 | 86,779 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $12,926,219 | 97,874 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $11,632,810 | 94,892 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $11,990,258 | 88,797 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $13,420,537 | 85,612 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $15,855,223 | 92,889 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $16,189,290 | 124,533 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $16,533,872 | 116,674 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $13,755,771 | 117,270 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $16,586,294 | 118,813 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $15,699,178 | 123,752 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $12,445,140 | 116,473 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $11,414,790 | 107,403 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $11,641,865 | 114,653 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $7,636,734 | 101,674 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $6,778,813 | 96,058 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $6,573,008 | 84,183 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $5,236,179 | 73,131 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,941,130 | 51,991 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,682,332 | 38,835 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,843,124 | 31,335 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,249,032 | 27,536 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||