Position in VLO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$458,634
+$131,253 QoQ
Shares Held
1,761
+32.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,228
of 1,955 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Root Financial Partners, LLC holds $1,279,232 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (35.9% of the industry book) .
All Filings in VLO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,634 | 1,761 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $327,381 | 1,325 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $186,720 | 1,147 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $185,413 | 1,089 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||