Position in VLO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$819,083
+$44,488 QoQ
Shares Held
3,145
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#984
of 1,955 holders
Holding Since
Mar 2024
9 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, 2026Everhart Financial Group, Inc. holds $3,227,774 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (25.4% 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 | $819,083 | 3,145 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $774,595 | 3,135 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $468,184 | 2,876 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $491,029 | 2,884 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $251,768 | 1,873 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $215,934 | 1,635 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $221,854 | 1,643 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $214,134 | 1,366 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $221,043 | 1,295 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||