Position in VLO
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$324,416
+$115,231 QoQ
Shares Held
1,313
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 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 Mar 31, 2026TruWealth Advisors, LLC holds $548,329 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (59.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
1,313 | $324,416 | |
| 2 | MPC |
Marathon Petroleum Corp
|
917 | $223,913 |
All Filings in VLO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $324,416 | 1,313 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $209,185 | 1,285 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $236,491 | 1,389 | Shares | Sole | 2025-10-06 | |
| 2024-09-30 | $261,418 | 1,936 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $334,055 | 2,131 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $358,961 | 2,103 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $273,390 | 2,103 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $296,315 | 2,091 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $245,274 | 2,091 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $304,188 | 2,179 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $267,801 | 2,111 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $229,727 | 2,150 | Shares | Sole | 2022-10-24 | |
| 2020-12-31 | $219,491 | 3,880 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||