Position in VLO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$276,326
+$11,951 QoQ
Shares Held
1,061
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,465
of 1,951 holders
Holding Since
Mar 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Jacobsen Capital Management holds $517,898 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
1,061 | $276,326 | |
| 2 | PSX |
Phillips 66
|
1,429 | $241,572 |
All Filings in VLO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,326 | 1,061 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $264,375 | 1,070 | Shares | Sole | 2026-04-24 | |
| 2024-03-31 | $204,998 | 1,201 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||