Position in VLO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,000,350
+$650,678 QoQ
Shares Held
3,841
+78.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#919
of 1,955 holders
Holding Since
Mar 2024
8 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, 2026Diversify Advisory Services, LLC holds $4,210,225 across 4 Oil & Gas Refining & Marketing names. VLO ranks #3 (23.8% of the industry book) .
All Filings in VLO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,000,350 | 3,841 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $349,672 | 2,148 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $221,167 | 1,299 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $643,709 | 4,874 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $783,717 | 6,393 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $682,576 | 5,055 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $677,516 | 4,322 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $537,332 | 3,148 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||