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Disclosery

Apella Capital, LLC: VLO position timeline

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

Apella Capital, LLC held 7,087 VLO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,087 shares
    Change vs previous 13F +305 shares

    0.04% of the 13F portfolio, value $3,005,746.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,782 shares
    Change vs previous 13F +481 shares

    0.03% of the 13F portfolio, value $1,805,595.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,301 shares
    Change vs previous 13F +4,195 shares

    0.02% of the 13F portfolio, value $1,409,312.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,106 shares
    Change vs previous 13F +15 shares

    0.01% of the 13F portfolio, value $342,841.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,091 shares
    Change vs previous 13F +366 shares

    0.01% of the 13F portfolio, value $327,070.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,725 shares
    Change vs previous 13F -43 shares

    0.01% of the 13F portfolio, value $247,894.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,768 shares
    Change vs previous 13F -42 shares

    0.01% of the 13F portfolio, value $204,870.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,810 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $221,931.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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