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Disclosery

AE Wealth Management LLC: VLO position timeline

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

AE Wealth Management LLC held 113,303 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,303 shares
    Change vs previous 13F -66,169 shares

    0.14% of the 13F portfolio, value $29,509,014.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 179,472 shares
    Change vs previous 13F +36,357 shares

    0.24% of the 13F portfolio, value $44,343,555.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 143,115 shares
    Change vs previous 13F -466 shares

    0.13% of the 13F portfolio, value $23,297,883.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 143,581 shares
    Change vs previous 13F -17,485 shares

    0.16% of the 13F portfolio, value $24,446,658.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    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 161,066 shares
    Change vs previous 13F +150,477 shares

    0.16% of the 13F portfolio, value $21,650,593.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    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 10,589 shares
    Change vs previous 13F -99,167 shares

    0.01% of the 13F portfolio, value $1,398,468.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 109,756 shares
    Change vs previous 13F +15,450 shares

    0.11% of the 13F portfolio, value $13,455,222.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 94,306 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $12,734,075.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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