Position in VLO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,569,240
+$499,699 QoQ
Shares Held
9,865
+17.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#627
of 1,955 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Derivatives in VLO
reported options exposure · as of Jun 30, 2026CallValue
$260,440
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $38,391,299 across 5 Oil & Gas Refining & Marketing names. VLO ranks #3 (6.7% of the industry book) .
All Filings in VLO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,440 | 1,000 | Call | Sole | 2026-07-27 | |
| 2026-06-30 | $2,569,240 | 9,865 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,069,541 | 8,376 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,277,575 | 7,848 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,172,410 | 6,886 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $909,485 | 6,766 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $935,187 | 7,081 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $924,818 | 7,544 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,022,987 | 7,576 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $958,587 | 6,115 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $17,069 | 100 | Call | Sole | 2024-05-07 | |
| 2024-03-31 | $755,473 | 4,426 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $762,970 | 5,869 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||