Position in VLO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,794,781
-$193,898 QoQ
Shares Held
10,731
-11.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
#607
of 1,955 holders
Holding Since
Dec 2022
15 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, 2026VIAWEALTH, LLC holds $3,098,225 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (90.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
10,731 | $2,794,781 | |
| 2 | PSX |
Phillips 66
|
1,795 | $303,444 |
All Filings in VLO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,794,781 | 10,731 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,988,679 | 12,096 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,044,479 | 12,559 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,138,465 | 12,560 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,689,928 | 12,572 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,610,461 | 12,194 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,506,998 | 12,293 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,637,373 | 12,126 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,885,666 | 12,029 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,059,886 | 12,068 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,588,470 | 12,219 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,642,844 | 11,593 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,366,310 | 11,648 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,612,659 | 11,552 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,573,064 | 12,400 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||