Position in VLO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$138,554
+$7,108 QoQ
Shares Held
532
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,689
of 1,955 holders
Holding Since
Sep 2025
4 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, 2026Ascentis Wealth Management, LLC holds $166,987 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (83.0% of the industry book) .
All Filings in VLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,554 | 532 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $131,446 | 532 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $86,604 | 532 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $90,578 | 532 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||