Position in VLO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$838,877
-$5,642 QoQ
Shares Held
3,221
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#974
of 1,955 holders
Holding Since
Jun 2024
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, 2026SageView Advisory Group, LLC holds $2,966,447 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (28.3% 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 | $838,877 | 3,221 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $844,519 | 3,418 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $574,974 | 3,532 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $617,533 | 3,627 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $444,661 | 3,308 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $410,869 | 3,111 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $307,946 | 2,512 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $213,887 | 1,584 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $305,368 | 1,948 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||