Position in VLO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$964,409
-$27,123 QoQ
Shares Held
3,703
-7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#931
of 1,955 holders
Holding Since
Mar 2023
14 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, 2026Ruggaard & Associates LLC holds $1,345,447 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
3,703 | $964,409 | |
| 2 | PSX |
Phillips 66
|
2,254 | $381,038 |
All Filings in VLO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $964,409 | 3,703 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $991,532 | 4,013 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $653,276 | 4,013 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $683,253 | 4,013 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $539,561 | 4,014 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $530,128 | 4,014 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $492,076 | 4,014 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $541,875 | 4,013 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $629,077 | 4,013 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $684,978 | 4,013 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $521,690 | 4,013 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $568,682 | 4,013 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $470,724 | 4,013 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $560,214 | 4,013 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||