Position in VLO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$26,044
+$1,336 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,821
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, 2026VSM Wealth Advisory, LLC holds $168,604 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (15.4% of the industry book) .
All Filings in VLO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,044 | 100 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $24,708 | 100 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $16,279 | 100 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,026 | 100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,442 | 100 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,207 | 100 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $12,259 | 100 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||