Position in VLO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,973,281
+$1,617,575 QoQ
Shares Held
26,775
+23.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#412
of 1,955 holders
Holding Since
Dec 2020
9 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, 2026Journey Advisory Group, LLC holds $20,154,286 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (34.6% of the industry book) .
All Filings in VLO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,973,281 | 26,775 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,355,706 | 21,676 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,861,522 | 17,578 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $626,556 | 3,680 | Shares | Sole | 2025-11-10 | |
| 2022-03-31 | $248,773 | 2,450 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $222,295 | 3,150 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $558,272 | 7,150 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $533,420 | 7,450 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $432,760 | 7,650 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||