Position in VLO
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$4,114,870
-$320,669 QoQ
Shares Held
16,654
-38.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 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, 2026Wealth Advisory Solutions, LLC holds $757,174 across 1 Oil & Gas Refining & Marketing name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
4,479 | $757,174 |
All Filings in VLO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,114,870 | 16,654 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,435,539 | 27,247 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,639,074 | 27,247 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,662,541 | 27,247 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,690,828 | 27,946 | Shares | Sole | 2025-04-30 | |
| 2022-03-31 | $8,582,973 | 84,528 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $4,877,445 | 69,115 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $4,735,083 | 60,644 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,291,775 | 59,941 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,958,101 | 52,291 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $4,763,597 | 109,963 | Shares | Sole | 2020-12-29 | |
| 2020-06-30 | $2,394,268 | 40,705 | Shares | Sole | 2020-12-23 | |
| 2020-03-31 | $3,115,551 | 68,685 | Shares | Sole | 2020-12-18 | |
| No filing history on record for this holder in this stock. | ||||||