Position in VLO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$398,787
+$136,044 QoQ
Shares Held
1,614
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 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, 2026EPG Wealth Management LLC holds $975,925 across 1 Oil & Gas Refining & Marketing name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
5,773 | $975,925 |
All Filings in VLO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $398,787 | 1,614 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $262,743 | 1,614 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $280,077 | 1,645 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $220,717 | 1,642 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $216,858 | 1,642 | Shares | Sole | 2025-05-13 | |
| 2024-06-30 | $272,135 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $263,203 | 1,542 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $200,460 | 1,542 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $219,933 | 1,552 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $236,063 | 1,691 | Shares | Sole | 2023-05-15 | |
| 2021-06-30 | $290,769 | 3,724 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $265,850 | 3,713 | Shares | Sole | 2021-05-10 | |
| 2020-03-31 | $56,337 | 1,242 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||