Position in VLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$854,649
+$475,512 QoQ
Shares Held
3,459
+48.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Summit Financial, LLC holds $10,005,226 across 4 Oil & Gas Refining & Marketing names. VLO ranks #4 (8.5% of the industry book) .
All Filings in VLO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $854,649 | 3,459 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $379,137 | 2,329 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $386,149 | 2,268 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $268,571 | 1,998 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $239,310 | 1,812 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $212,448 | 1,733 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $279,377 | 2,069 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $330,920 | 2,111 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||