Position in VLO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$5,246,496
+$2,034,487 QoQ
Shares Held
21,234
+7.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026HB Wealth Management, LLC holds $20,233,020 across 6 Oil & Gas Refining & Marketing names. VLO ranks #3 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
38,070 | $6,935,592 | |
| 2 | MPC |
Marathon Petroleum Corp
|
26,525 | $6,476,874 | |
| 3 | VLO |
Valero Energy Corp/Tx
This page
|
21,234 | $5,246,496 | |
| 4 | DINO |
HF Sinclair Corp
|
18,484 | $1,153,216 | |
| 5 | DKL |
Delek Logistics Partners, LP
|
4,336 | $215,759 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
3,274 | $205,083 |
All Filings in VLO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,246,496 | 21,234 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,212,009 | 19,731 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,376,936 | 19,834 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,269,950 | 16,887 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,470,633 | 18,707 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,151,699 | 17,552 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,149,542 | 15,919 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,836,258 | 18,093 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,360,984 | 13,832 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,672,060 | 12,862 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,770,666 | 12,495 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,357,630 | 11,574 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,698,234 | 12,165 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,755,869 | 13,841 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $775,837 | 7,261 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $686,993 | 6,464 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $593,501 | 5,845 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $465,381 | 6,196 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||