Position in VLO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,296,991
+$5,751 QoQ
Shares Held
4,980
-4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#832
of 1,955 holders
Holding Since
Sep 2023
12 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $5,818,386 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (22.3% of the industry book) .
All Filings in VLO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,296,991 | 4,980 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,291,240 | 5,226 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $840,321 | 5,162 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $537,510 | 3,157 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $446,677 | 3,323 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $531,977 | 4,028 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $778,569 | 6,351 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $819,091 | 6,066 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,166,921 | 7,444 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,115,629 | 6,536 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $808,990 | 6,223 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $212,848 | 1,502 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||