Position in VLO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$9,026,069
-$1,480,019 QoQ
Shares Held
34,657
-18.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
3.23%
of 13F equity value
Holder Rank
#362
of 1,955 holders
Holding Since
Dec 2021
16 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, 2026Advisory Resource Group holds $41,749,415 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
193,572 | $32,723,346 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
34,657 | $9,026,069 |
All Filings in VLO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,026,069 | 34,657 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $10,506,088 | 42,521 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,682,203 | 41,048 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,311,985 | 42,946 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,682,018 | 49,710 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,384,395 | 48,341 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,100,490 | 8,977 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,206,222 | 8,933 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $1,400,337 | 8,933 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,521,701 | 8,915 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $1,158,950 | 8,915 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,263,344 | 8,915 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $1,045,729 | 8,915 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,244,534 | 8,915 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $253,850 | 2,500 | Shares | Sole | 2022-04-06 | |
| 2021-12-31 | $187,775 | 2,500 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||