Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$503,690
-$112,774 QoQ
Shares Held
1,934
-22.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,180
of 1,955 holders
Holding Since
Jun 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, 2026Lifeworks Advisors, LLC holds $1,186,584 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
2,671 | $682,894 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
1,934 | $503,690 |
All Filings in VLO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,690 | 1,934 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $616,464 | 2,495 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $397,695 | 2,443 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $583,651 | 3,428 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $458,103 | 3,408 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $438,736 | 3,322 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $388,732 | 3,171 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $234,547 | 1,737 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $201,436 | 1,285 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||