Position in VLO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$28,127
+$1,443 QoQ
Shares Held
108
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,812
of 1,955 holders
Holding Since
Dec 2025
3 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, 2026Vision Retirement, LLC holds $60,246 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
190 | $32,119 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
108 | $28,127 |
All Filings in VLO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,127 | 108 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $26,684 | 108 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $17,581 | 108 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||