Position in VLO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$523,744
+$27,855 QoQ
Shares Held
2,011
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,169
of 1,955 holders
Holding Since
Mar 2023
10 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, 2026Zhang Financial LLC holds $1,343,673 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (39.0% of the industry book) .
All Filings in VLO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,744 | 2,011 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $495,889 | 2,007 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $284,882 | 1,750 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $317,364 | 1,864 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $250,558 | 1,864 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $232,308 | 1,895 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $246,564 | 1,826 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $259,124 | 1,653 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $282,150 | 1,653 | Shares | Sole | 2024-04-24 | |
| 2023-03-31 | $246,812 | 1,768 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||