Position in VLO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$228,145
+$11,703 QoQ
Shares Held
876
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,586
of 1,955 holders
Holding Since
Mar 2021
22 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, 2026MONTAG A & ASSOCIATES INC holds $3,058,821 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (7.5% of the industry book) .
All Filings in VLO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,145 | 876 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $216,442 | 876 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $142,604 | 876 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $109,477 | 643 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $61,295 | 456 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $60,223 | 456 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $255,232 | 2,082 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $299,631 | 2,219 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $456,798 | 2,914 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $474,176 | 2,778 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,156,870 | 8,899 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,250,023 | 8,821 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $270,259 | 2,304 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $349,418 | 2,503 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $102,376 | 807 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $86,227 | 807 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $51,864 | 488 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $49,551 | 488 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $36,653 | 488 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $34,438 | 488 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $11,712 | 150 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $10,740 | 150 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||