Position in VLO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$593,021
+$194,954 QoQ
Shares Held
2,277
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,120
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, 2026Compass Wealth Management LLC holds $6,315,232 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (9.4% of the industry book) .
All Filings in VLO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,021 | 2,277 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $398,067 | 2,338 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $381,483 | 2,838 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $374,814 | 2,838 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $409,205 | 3,338 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $450,730 | 3,338 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $366,504 | 2,338 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $399,073 | 2,338 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $303,940 | 2,338 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $331,317 | 2,338 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $274,247 | 2,338 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $326,384 | 2,338 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $309,284 | 2,438 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||