Position in VLO
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$9,375
+$5,175 QoQ
Shares Held
36
+111.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,876
of 1,951 holders
Holding Since
Dec 2023
10 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, 2026Dogwood Wealth Management LLC holds $79,389 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (11.8% of the industry book) .
All Filings in VLO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,375 | 36 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $4,200 | 17 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $651 | 4 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $681 | 4 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,957 | 22 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,509 | 19 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $6 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $7 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $7 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $9 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||