Position in VLO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,728,459
+$297,507 QoQ
Shares Held
14,316
+3.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#544
of 1,955 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Trust Department holds $4,445,357 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (83.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
14,316 | $3,728,459 | |
| 2 | MPC |
Marathon Petroleum Corp
|
2,804 | $716,898 |
All Filings in VLO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,728,459 | 14,316 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,430,952 | 13,886 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,640,779 | 16,222 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,749,528 | 16,149 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,112,007 | 15,712 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,859,281 | 14,078 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,612,671 | 13,155 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||