Position in VLO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,537,727
+$2,325,218 QoQ
Shares Held
9,744
+682.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#630
of 1,955 holders
Holding Since
Jun 2020
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, 2026Great Diamond Partners, LLC holds $2,820,547 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (90.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
9,744 | $2,537,727 | |
| 2 | PSX |
Phillips 66
|
1,673 | $282,820 |
All Filings in VLO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,537,727 | 9,744 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $212,509 | 1,245 | Shares | Sole | 2024-05-08 | |
| 2020-06-30 | $1,072,759 | 18,238 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||