Position in VLO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$453,426
+$15,107 QoQ
Shares Held
1,741
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,235
of 1,955 holders
Holding Since
Mar 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, 2026Quotient Wealth Partners, LLC holds $5,375,889 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (8.4% 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 | $453,426 | 1,741 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $438,319 | 1,774 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $298,231 | 1,832 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $295,911 | 1,738 | Shares | Sole | 2025-10-10 | |
| 2025-03-31 | $201,274 | 1,524 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $203,944 | 1,301 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $200,390 | 1,174 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||