Position in VLO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$594,324
+$160,205 QoQ
Shares Held
2,282
+29.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,119
of 1,955 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Soltis Investment Advisors LLC holds $2,006,533 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (29.6% of the industry book) .
All Filings in VLO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,324 | 2,282 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $434,119 | 1,757 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $278,208 | 1,709 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $271,394 | 1,594 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $212,249 | 1,579 | Shares | Sole | 2025-08-06 | |
| 2023-09-30 | $3,604,393 | 25,435 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||