Position in VLO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$819,344
+$33,136 QoQ
Shares Held
3,146
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#983
of 1,955 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Wealth Management LLC holds $819,344 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
3,146 | $819,344 |
All Filings in VLO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,344 | 3,146 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $786,208 | 3,182 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $559,997 | 3,440 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $588,759 | 3,458 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $451,382 | 3,358 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $420,642 | 3,185 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $361,027 | 2,945 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||