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Arkadios Wealth Advisors: VLO position timeline

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

Arkadios Wealth Advisors held 10,265 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,265 shares
    Change vs previous 13F -972 shares

    0.04% of the 13F portfolio, value $2,673,362.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 11,237 shares
    Change vs previous 13F -1,273 shares

    0.05% of the 13F portfolio, value $2,776,324.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 12,510 shares
    Change vs previous 13F +3,387 shares

    0.04% of the 13F portfolio, value $2,036,488.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 9,123 shares
    Change vs previous 13F +465 shares

    0.04% of the 13F portfolio, value $1,553,384.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 8,658 shares
    Change vs previous 13F +754 shares

    0.03% of the 13F portfolio, value $1,163,779.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 7,904 shares
    Change vs previous 13F +3,324 shares

    0.04% of the 13F portfolio, value $1,043,944.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 4,580 shares
    Change vs previous 13F -1,480 shares

    0.03% of the 13F portfolio, value $561,448.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 6,060 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $818,223.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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