Position in VLO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,344,912
+$153,493 QoQ
Shares Held
5,164
+7.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#819
of 1,955 holders
Holding Since
Jun 2022
17 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, 2026Sovereign Financial Group, Inc. holds $1,966,603 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (68.4% 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 | $1,344,912 | 5,164 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,191,419 | 4,822 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $307,347 | 1,888 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $498,180 | 2,926 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $409,712 | 3,048 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $401,492 | 3,040 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $373,776 | 3,049 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $425,074 | 3,148 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $494,421 | 3,154 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $538,185 | 3,153 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $227,760 | 1,752 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $246,150 | 1,737 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $262,986 | 2,242 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $247,231 | 1,771 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $293,934 | 2,317 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $724,870 | 6,784 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $474,115 | 4,461 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||