Position in VLO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$313,569
+$102,069 QoQ
Shares Held
1,204
+40.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,397
of 1,955 holders
Holding Since
Jun 2023
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 Jun 30, 20261900 WEALTH MANAGEMENT LLC holds $1,055,204 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (29.7% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,569 | 1,204 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $211,500 | 856 | Shares | Sole | 2026-04-17 | |
| 2024-09-30 | $381,459 | 2,825 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $439,555 | 2,804 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $475,371 | 2,785 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $373,360 | 2,872 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $406,140 | 2,866 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $321,636 | 2,742 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||