Position in VLO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,201,149
-$5,342 QoQ
Shares Held
4,612
-5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#857
of 1,964 holders
Holding Since
Sep 2022
15 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, 2026Symphony Financial, Ltd. Co. holds $2,415,750 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (49.7% of the industry book) .
All Filings in VLO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,201,149 | 4,612 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,206,491 | 4,883 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $818,508 | 5,028 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $854,194 | 5,017 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $681,240 | 5,068 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $480,430 | 3,919 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $562,805 | 4,168 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $645,380 | 4,117 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $732,601 | 4,292 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $557,180 | 4,286 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,335,616 | 9,425 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,094,878 | 9,334 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,524,152 | 10,918 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $813,806 | 6,415 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $657,768 | 6,156 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||