Position in VLO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,170,775
+$124,414 QoQ
Shares Held
19,854
-2.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
5.49%
of 13F equity value
Holder Rank
#469
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, 2026CrossGen Wealth, LLC holds $9,540,683 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (54.2% of the industry book) .
All Filings in VLO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,170,775 | 19,854 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,046,361 | 20,424 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,440,566 | 21,135 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||