Position in VLO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$260
-$4,677 QoQ
Shares Held
1
-96.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,955
of 1,955 holders
Holding Since
Dec 2022
13 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, 2026Trifecta Capital Advisors, LLC holds $1,105 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
5 | $845 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
1 | $260 |
All Filings in VLO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260 | 1 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $4,937 | 29 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,898 | 29 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $17,697 | 134 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,555 | 29 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,915 | 29 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,546 | 29 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,950 | 29 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,770 | 29 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,109 | 29 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,401 | 29 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,048 | 29 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,678 | 29 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||