Position in VLO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,618,374
+$83,019 QoQ
Shares Held
6,214
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#760
of 1,955 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026DELTA FINANCIAL ADVISORS LLC holds $3,301,942 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
9,959 | $1,683,568 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
6,214 | $1,618,374 |
All Filings in VLO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,618,374 | 6,214 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,535,355 | 6,214 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,011,577 | 6,214 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $671,845 | 3,946 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||