Position in VLO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,864
-$854,501 QoQ
Shares Held
11
-99.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,922
of 1,955 holders
Holding Since
Dec 2020
16 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, 2026Ascentis Independent Advisors holds $136,317 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
522 | $133,453 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
11 | $2,864 |
All Filings in VLO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,864 | 11 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $857,365 | 3,470 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $378,323 | 2,324 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $382,403 | 2,246 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $294,110 | 2,188 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $280,912 | 2,127 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $245,425 | 2,002 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $562,940 | 4,169 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $659,019 | 4,204 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $530,920 | 4,084 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $592,914 | 4,184 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $414,069 | 3,530 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $290,228 | 2,079 | Shares | Sole | 2023-06-01 | |
| 2022-03-31 | $667,828 | 6,577 | Shares | Sole | 2022-05-18 | |
| 2021-09-30 | $661,029 | 9,367 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $203,652 | 3,600 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||