Position in VLO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$244,813
+$12,558 QoQ
Shares Held
940
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,547
of 1,955 holders
Holding Since
Mar 2026
2 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, 2026SC&H Financial Advisors, Inc. holds $244,813 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
|
940 | $244,813 |
All Filings in VLO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,813 | 940 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $232,255 | 940 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||