Position in VLO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,043,061
+$264,266 QoQ
Shares Held
4,005
+27.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#904
of 1,951 holders
Holding Since
Dec 2024
7 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, 2026Portside Wealth Group, LLC holds $3,644,661 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (28.6% of the industry book) .
All Filings in VLO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,043,061 | 4,005 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $778,795 | 3,152 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $275,765 | 1,694 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $287,228 | 1,687 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $212,786 | 1,583 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $294,515 | 2,230 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $263,078 | 2,146 | Shares | Other | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||