Position in VLO
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,035,015
+$386,790 QoQ
Shares Held
4,189
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 53%
None 47%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $4,993,617 across 6 Oil & Gas Refining & Marketing names. VLO ranks #2 (20.7% of the industry book) .
All Filings in VLO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,035,015 | 4,189 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $648,225 | 3,982 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $661,287 | 3,884 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $437,532 | 3,255 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $517,315 | 3,917 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $489,621 | 3,994 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $547,815 | 4,057 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||