Position in VLO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,646
-$35,886 QoQ
Shares Held
14
-91.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,919
of 1,955 holders
Holding Since
Sep 2022
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, 2026Activest Wealth Management holds $71,241 across 5 Oil & Gas Refining & Marketing names. VLO ranks #3 (5.1% 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 | $3,646 | 14 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $39,532 | 160 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $12,209 | 75 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $26,901 | 158 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $20,431 | 152 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,584 | 12 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $122 | 1 | Shares | Sole | 2025-01-28 | |
| 2022-12-31 | $140,941 | 1,111 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $118,710 | 1,111 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||