Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$591,198
+$31,315 QoQ
Shares Held
2,270
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,122
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, 2026Michels Family Financial, LLC holds $1,036,575 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
2,270 | $591,198 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,742 | $445,377 |
All Filings in VLO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591,198 | 2,270 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $559,883 | 2,266 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $370,184 | 2,274 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $384,106 | 2,256 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $302,579 | 2,251 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $296,761 | 2,247 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $277,053 | 2,260 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||