Position in VLO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$626,358
-$140,825 QoQ
Shares Held
2,405
-22.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,104
of 1,948 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 88%
Shared 12%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Essex Bank holds $1,499,331 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
5,164 | $872,973 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
2,405 | $626,358 |
All Filings in VLO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626,358 | 2,405 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $767,183 | 3,105 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $505,462 | 3,105 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $515,887 | 3,030 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $443,720 | 3,301 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $435,963 | 3,301 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $406,508 | 3,316 | Shares | Defined | 2025-01-14 | |
| 2024-09-30 | $445,734 | 3,301 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $517,464 | 3,301 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $563,447 | 3,301 | Shares | Defined | 2024-04-22 | |
| 2023-12-31 | $429,130 | 3,301 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $433,632 | 3,060 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $358,938 | 3,060 | Shares | Defined | 2023-07-19 | |
| 2023-03-31 | $455,096 | 3,260 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $413,563 | 3,260 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $369,701 | 3,460 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $367,728 | 3,460 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $351,328 | 3,460 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $262,284 | 3,492 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $254,051 | 3,600 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $260,006 | 3,330 | Shares | Defined | 2021-07-29 | |
| 2021-03-31 | $238,428 | 3,330 | Shares | Defined | 2021-04-22 | |
| No filing history on record for this holder in this stock. | ||||||