Position in VLO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$162,514
+$9,078 QoQ
Shares Held
624
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,675
of 1,955 holders
Holding Since
Dec 2023
11 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, 2026BURKETT FINANCIAL SERVICES, LLC holds $188,547 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (86.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
624 | $162,514 | |
| 2 | PSX |
Phillips 66
|
154 | $26,033 |
All Filings in VLO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,514 | 624 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $153,436 | 621 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $100,604 | 618 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $104,539 | 614 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $81,996 | 610 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $79,902 | 605 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $73,554 | 600 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $80,207 | 594 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $92,488 | 590 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $100,024 | 586 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $75,660 | 582 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||