Position in VLO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$261,221
+$13,400 QoQ
Shares Held
1,003
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,502
of 1,955 holders
Holding Since
Mar 2026
2 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, 2026Blue Zone Wealth Advisors, LLC holds $261,221 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
1,003 | $261,221 |
All Filings in VLO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,221 | 1,003 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $247,821 | 1,003 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||