Position in VLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$705,271
-$42,145 QoQ
Shares Held
2,708
-10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,045
of 1,951 holders
Holding Since
Jun 2021
21 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, 2026CreativeOne Wealth, LLC holds $5,422,080 across 4 Oil & Gas Refining & Marketing names. VLO ranks #3 (13.0% of the industry book) .
All Filings in VLO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705,271 | 2,708 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $747,416 | 3,025 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $767,879 | 4,717 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,006,576 | 5,912 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $837,973 | 6,234 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $745,667 | 5,646 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,466,666 | 11,964 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,313,031 | 9,724 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $907,639 | 5,790 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,761,690 | 10,321 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $781,560 | 6,012 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,127,444 | 7,956 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,732,755 | 14,772 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,152,492 | 15,419 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,119,032 | 8,821 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,007,381 | 9,428 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,011,679 | 9,519 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $990,725 | 9,757 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $679,670 | 9,049 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $628,919 | 8,912 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $556,163 | 7,123 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||