Position in VLO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,606,654
-$42,357 QoQ
Shares Held
6,169
-7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#761
of 1,955 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026GoalVest Advisory LLC holds $1,720,188 across 4 Oil & Gas Refining & Marketing names. VLO ranks #1 (93.4% 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 | $1,606,654 | 6,169 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,649,011 | 6,674 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,331,784 | 8,181 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,719,115 | 10,097 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,231,152 | 9,159 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,169,876 | 8,858 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $850,039 | 6,934 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $948,450 | 7,024 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,022,075 | 6,520 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,278,126 | 7,488 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $960,960 | 7,392 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $972,980 | 6,866 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $748,139 | 6,378 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,084,971 | 7,772 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $886,624 | 6,989 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $678,176 | 6,347 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $530,656 | 4,993 | Shares | Sole | 2022-07-06 | |
| No filing history on record for this holder in this stock. | ||||||