Position in VLO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,260,790
+$359,196 QoQ
Shares Held
4,841
+32.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#839
of 1,955 holders
Holding Since
Jun 2025
5 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, 2026Brookwood Investment Group LLC holds $1,524,677 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (82.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
4,841 | $1,260,790 | |
| 2 | PSX |
Phillips 66
|
1,561 | $263,887 |
All Filings in VLO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,260,790 | 4,841 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $901,594 | 3,649 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $323,463 | 1,987 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $339,498 | 1,994 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $267,092 | 1,987 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||