Position in VLO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$278,410
+$14,282 QoQ
Shares Held
1,069
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,464
of 1,955 holders
Holding Since
Mar 2024
4 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, 2026Kapstone Financial Advisors LLC holds $1,426,368 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
4,490 | $1,147,958 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
1,069 | $278,410 |
All Filings in VLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,410 | 1,069 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $264,128 | 1,069 | Shares | Sole | 2026-04-22 | |
| 2024-06-30 | $202,847 | 1,294 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $220,872 | 1,294 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||