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Disclosery

Annex Advisory Services, LLC: VLO position timeline

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

Annex Advisory Services, LLC held 30,652 VLO shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,652 shares
    Change vs previous 13F -2,813 shares

    0.14% of the 13F portfolio, value $7,982,907.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 33,465 shares
    Change vs previous 13F -12,658 shares

    0.15% of the 13F portfolio, value $8,268,566.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 46,123 shares
    Change vs previous 13F +345 shares

    0.14% of the 13F portfolio, value $7,508,321.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 45,778 shares
    Change vs previous 13F +5,970 shares

    0.17% of the 13F portfolio, value $7,794,110.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 39,808 shares
    Change vs previous 13F -1,135 shares

    0.13% of the 13F portfolio, value $5,350,991.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 40,943 shares
    Change vs previous 13F -10,481 shares

    0.15% of the 13F portfolio, value $5,407,294.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 51,424 shares
    Change vs previous 13F -4,992 shares

    0.19% of the 13F portfolio, value $6,304,070.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, 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 56,416 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $7,617,787.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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