Position in VLO
as of Mar 31, 2026
· filed May 28, 2026
Position Value
$286,118
+$68,065 QoQ
Shares Held
1,158
-16.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
4 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, 2026COZAD ASSET MANAGEMENT INC holds $1,300,501 across 1 Oil & Gas Refining & Marketing name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
7,693 | $1,300,501 |
All Filings in VLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,118 | 1,158 | Shares | Sole | 2026-05-28 | |
| 2024-06-30 | $218,053 | 1,391 | Shares | Sole | 2024-08-02 | |
| 2020-06-30 | $267,454 | 4,547 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $659,988 | 14,550 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||