Position in VLO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$94,800
+$35,545 QoQ
Shares Held
364
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,729
of 1,955 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Concord Wealth Partners holds $739,954 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (12.8% of the industry book) .
All Filings in VLO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,800 | 364 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $59,255 | 364 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $66,571 | 391 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $52,558 | 391 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $51,639 | 391 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $503,109 | 4,104 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $439,927 | 3,258 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $499,594 | 3,187 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $540,575 | 3,167 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $364,520 | 2,804 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $810,864 | 5,722 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $648,551 | 5,529 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $401,908 | 2,879 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $230,124 | 1,814 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $231,543 | 2,167 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $238,067 | 2,240 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $192,113 | 1,892 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $146,314 | 1,948 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $39,589 | 561 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $114,074 | 1,461 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $55,633 | 777 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $21,157 | 374 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||