Position in VLO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,539,981
+$82,209 QoQ
Shares Held
5,913
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#775
of 1,955 holders
Holding Since
Dec 2023
11 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, 2026Lewis Asset Management, LLC holds $1,946,751 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (79.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
5,913 | $1,539,981 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,591 | $406,770 |
All Filings in VLO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,539,981 | 5,913 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,457,772 | 5,900 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $935,879 | 5,749 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $979,676 | 5,754 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $762,161 | 5,670 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $740,780 | 5,609 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $683,561 | 5,576 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $732,942 | 5,428 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $822,519 | 5,247 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $913,191 | 5,350 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $679,380 | 5,226 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||