Position in VLO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$211,216
-$14,410 QoQ
Shares Held
811
-41.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,630
of 1,955 holders
Holding Since
Sep 2025
3 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, 2026Whelan Financial holds $211,216 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
811 | $211,216 |
All Filings in VLO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,216 | 811 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $225,626 | 1,386 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $234,618 | 1,378 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||