Position in VLO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$207,300
-$16,607 QoQ
Shares Held
839
-52.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
10 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, 2026Lebenthal Global Advisors, LLC holds $1,583,490 across 1 Oil & Gas Refining & Marketing name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
9,367 | $1,583,490 |
All Filings in VLO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,300 | 839 | Shares | Sole | 2026-05-14 | |
| 2022-12-31 | $223,907 | 1,765 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $253,982 | 2,377 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $254,328 | 2,393 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $838,111 | 8,254 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $861,286 | 11,467 | Shares | Sole | 2022-04-15 | |
| 2021-09-30 | $823,410 | 11,668 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $795,635 | 10,190 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $310,600 | 4,338 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $245,400 | 4,338 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||