Position in VLO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$209,914
-$450,876 QoQ
Shares Held
806
-84.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,631
of 1,955 holders
Holding Since
Dec 2023
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026JBR Co Financial Management Inc holds $1,780,895 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
9,293 | $1,570,981 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
806 | $209,914 |
All Filings in VLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,914 | 806 | Shares | Sole | 2026-07-09 | |
| 2023-12-31 | $660,790 | 5,083 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||