Position in VLO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,468,369
-$814 QoQ
Shares Held
17,157
-5.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#500
of 1,955 holders
Holding Since
Jun 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, 2026Triad Wealth Partners, LLC holds $5,224,304 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (85.5% of the industry book) .
All Filings in VLO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,468,369 | 17,157 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,469,183 | 18,088 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,029,196 | 18,608 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,636,028 | 9,609 | Shares | Sole | 2025-10-30 | |
| 2024-06-30 | $39,346 | 251 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||