Position in VLO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,603
+$1,790 QoQ
Shares Held
10
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,926
of 1,955 holders
Holding Since
Mar 2023
12 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, 2026Cape Investment Advisory, Inc. holds $100,264 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (2.6% of the industry book) .
All Filings in VLO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,603 | 10 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $813 | 5 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $2,285 | 17 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,377 | 18 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,206 | 18 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,620 | 12 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,881 | 12 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $31,236 | 183 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $23,790 | 183 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $25,932 | 183 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $21,465 | 183 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $25,546 | 183 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||