Position in VLO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,766,304
+$209,453 QoQ
Shares Held
6,782
+7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#732
of 1,955 holders
Holding Since
Dec 2022
14 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, 2026Apella Capital, LLC holds $2,744,589 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (64.4% of the industry book) .
All Filings in VLO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,766,304 | 6,782 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,556,851 | 6,301 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $342,835 | 2,106 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $356,013 | 2,091 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $231,874 | 1,725 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $233,499 | 1,768 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $221,887 | 1,810 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $243,459 | 1,803 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $287,341 | 1,833 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $318,678 | 1,867 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $254,930 | 1,961 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $304,818 | 2,151 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $244,687 | 2,086 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $222,512 | 1,754 | Shares | Sole | 2023-01-10 | |
| No filing history on record for this holder in this stock. | ||||||