Position in VLO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$21,616
+$1,109 QoQ
Shares Held
83
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,836
of 1,955 holders
Holding Since
Mar 2020
10 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, 2026West Branch Capital LLC holds $37,168 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
83 | $21,616 | |
| 2 | PSX |
Phillips 66
|
92 | $15,552 |
All Filings in VLO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,616 | 83 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $20,507 | 83 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $29,627 | 182 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $40,862 | 240 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $24,464 | 182 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $24,036 | 182 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $10,174 | 83 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $11,207 | 83 | Shares | Sole | 2024-10-18 | |
| 2020-06-30 | $213,046 | 3,622 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $473,422 | 10,437 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||