Position in VLO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,319,909
+$121,571 QoQ
Shares Held
5,068
+4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#825
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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $9,537,811 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (13.8% 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 | $1,319,909 | 5,068 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,198,338 | 4,850 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $858,717 | 5,275 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $850,448 | 4,995 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $569,940 | 4,240 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $335,986 | 2,544 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $219,190 | 1,788 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||