Position in VLO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$13,542
+$694 QoQ
Shares Held
52
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,862
of 1,955 holders
Holding Since
Mar 2022
7 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, 2026West Financial Advisors, LLC holds $13,542 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
52 | $13,542 |
All Filings in VLO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,542 | 52 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $12,848 | 52 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $8,465 | 52 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $8,683 | 51 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $6,855 | 51 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $6,603 | 50 | Shares | Sole | 2025-04-09 | |
| 2022-03-31 | $7,615 | 75 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||