Position in VLO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$98,706
+$5,557 QoQ
Shares Held
379
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,725
of 1,955 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $160,120 across 4 Oil & Gas Refining & Marketing names. VLO ranks #1 (61.6% of the industry book) .
All Filings in VLO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,706 | 379 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $93,149 | 377 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $61,371 | 377 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $64,188 | 377 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $50,676 | 377 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $99,580 | 754 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||