Position in VLO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$342,739
+$17,829 QoQ
Shares Held
1,316
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,364
of 1,955 holders
Holding Since
Mar 2024
5 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, 2026Morton Capital Management LLC/CA holds $342,739 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
1,316 | $342,739 |
All Filings in VLO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,739 | 1,316 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $324,910 | 1,315 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $205,929 | 1,265 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $227,637 | 1,337 | Shares | Sole | 2025-10-24 | |
| 2024-03-31 | $215,240 | 1,261 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||