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Advisors Asset Management, Inc.: VLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on VLO, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 60,240 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,240 shares
    Change vs previous 13F -3,015 shares

    0.24% of the 13F portfolio, value $15,688,906.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 63,255 shares
    Change vs previous 13F -795 shares

    0.26% of the 13F portfolio, value $15,629,045.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 64,050 shares
    Change vs previous 13F -6,488 shares

    0.18% of the 13F portfolio, value $10,426,700.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 70,538 shares
    Change vs previous 13F -3,108 shares

    0.2% of the 13F portfolio, value $12,009,800.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 73,646 shares
    Change vs previous 13F -4,655 shares

    0.18% of the 13F portfolio, value $9,899,495.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 78,301 shares
    Change vs previous 13F -2,519 shares

    0.19% of the 13F portfolio, value $10,341,213.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 80,820 shares
    Change vs previous 13F +992 shares

    0.18% of the 13F portfolio, value $9,907,724.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 79,828 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $10,779,175.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).