Position in VLO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$470,354
+$26,846 QoQ
Shares Held
1,806
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,215
of 1,968 holders
Holding Since
Mar 2024
7 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, 2026PDS Planning, Inc holds $1,963,908 across 4 Oil & Gas Refining & Marketing names. VLO ranks #3 (23.9% of the industry book) .
All Filings in VLO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,354 | 1,806 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $443,508 | 1,795 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $295,301 | 1,814 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $301,189 | 1,769 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $234,562 | 1,745 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $202,595 | 1,534 | Shares | Sole | 2025-04-24 | |
| 2024-03-31 | $218,483 | 1,280 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||