Position in VLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,514,979
+$388,542 QoQ
Shares Held
5,817
+27.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#786
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $5,983,639 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (25.3% of the industry book) .
All Filings in VLO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,514,979 | 5,817 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,126,437 | 4,559 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $330,942 | 2,462 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $1,365,471 | 10,339 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $1,185,935 | 9,674 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $1,125,204 | 8,333 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $742,258 | 4,735 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $969,348 | 5,679 | Shares | Sole | 2026-02-03 | |
| 2020-06-30 | $215,987 | 3,672 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $443,167 | 9,770 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||