Position in VLO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$231,791
+$227,759 QoQ
Shares Held
890
+2866.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,576
of 1,955 holders
Holding Since
Dec 2024
4 quarters on record
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Kestra Investment Management, LLC holds $451,745 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
890 | $231,791 | |
| 2 | DINO |
HF Sinclair Corp
|
3,158 | $219,954 |
All Filings in VLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,791 | 890 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $4,032 | 30 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,962 | 30 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $12,504 | 102 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||