Position in VLO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,231,881
-$216,501 QoQ
Shares Held
4,730
-19.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#234
of 718 holders
Holding Since
Jun 2020
25 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $4,847,535 across 6 Oil & Gas Refining & Marketing names. VLO ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
10,281 | $1,738,003 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
4,730 | $1,231,881 | |
| 3 | MPC |
Marathon Petroleum Corp
|
2,462 | $629,459 | |
| 4 | CAPL |
CrossAmerica Partners LP
|
27,190 | $609,599 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
5,901 | $330,928 | |
| 6 | SUN |
Sunoco LP
|
4,558 | $307,665 |
All Filings in VLO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,231,881 | 4,730 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,448,382 | 5,862 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $690,229 | 4,240 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $684,104 | 4,018 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $555,826 | 4,135 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $586,787 | 4,443 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $783,963 | 6,395 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,141,948 | 8,457 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,072,081 | 6,839 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,059,131 | 6,205 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $863,330 | 6,641 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $888,805 | 6,272 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $720,691 | 6,144 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $847,930 | 6,074 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $717,647 | 5,657 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $599,962 | 5,615 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $625,138 | 5,882 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $989,405 | 9,744 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $1,335,230 | 17,777 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $1,243,019 | 17,614 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $1,299,563 | 16,644 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $667,813 | 9,327 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $343,040 | 6,064 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $218,289 | 5,039 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $269,630 | 4,584 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||