Position in VLO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,923,024
+$110,242 QoQ
Shares Held
38,101
-4.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#348
of 1,951 holders
Holding Since
Mar 2022
17 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, 2026Berger Financial Group, Inc holds $10,534,054 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (94.2% of the industry book) .
All Filings in VLO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,923,024 | 38,101 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $9,812,782 | 39,715 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $982,763 | 6,037 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,048,971 | 6,161 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $833,538 | 6,201 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $819,890 | 6,208 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $807,132 | 6,584 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $781,553 | 5,788 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $223,433 | 1,309 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,536,480 | 34,896 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,004,488 | 35,315 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,099,635 | 34,950 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,951,612 | 35,470 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $6,815,680 | 53,726 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $5,783,363 | 54,126 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $5,723,921 | 53,857 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,613,841 | 55,287 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||