Position in VLO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,743,385
+$89,432 QoQ
Shares Held
6,694
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#739
of 1,955 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Legacy Trust holds $2,476,135 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (70.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
6,694 | $1,743,385 | |
| 2 | MPC |
Marathon Petroleum Corp
|
2,866 | $732,750 |
All Filings in VLO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,743,385 | 6,694 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,653,953 | 6,694 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,095,413 | 6,729 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,027,348 | 6,034 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $811,090 | 6,034 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $978,770 | 7,411 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $908,391 | 7,410 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,009,214 | 7,474 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,141,996 | 7,285 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,280,857 | 7,504 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,022,450 | 7,865 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,235,852 | 8,721 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,144,144 | 9,754 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,427,410 | 10,225 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $4,230,400 | 33,347 | Shares | Sole | 2023-04-03 | |
| No filing history on record for this holder in this stock. | ||||||