Position in VLO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$350,291
+$37,241 QoQ
Shares Held
1,345
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,355
of 1,955 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Derivatives in VLO
reported options exposure · as of Mar 31, 2026CallValue
$1,235,400
CallShares
5,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026SteelPeak Wealth, LLC holds $10,527,097 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (3.3% of the industry book) .
All Filings in VLO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,291 | 1,345 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,235,400 | 5,000 | Call | Sole | 2026-05-05 | |
| 2026-03-31 | $313,050 | 1,267 | Shares | Sole | 2026-05-05 | |
| 2025-09-30 | $3,732,609 | 21,923 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $67,210 | 500 | Put | Sole | 2025-07-23 | |
| 2025-06-30 | $4,664,105 | 34,698 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $66,035 | 500 | Put | Sole | 2025-05-01 | |
| 2025-03-31 | $4,576,621 | 34,653 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,073,030 | 8,753 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,159,528 | 45,616 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $8,105,432 | 51,706 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,038,282 | 17,800 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $10,565,750 | 81,275 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,634,011 | 25,644 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,318,851 | 45,344 | Shares | Sole | 2023-08-03 | |
| 2022-03-31 | $262,887 | 2,589 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $240,079 | 3,402 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $230,257 | 2,949 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||