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Disclosery

ACG Wealth: VLO position timeline

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

ACG Wealth held 3,843 VLO shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 3,843 shares
    Change vs previous 13F -1,396 shares

    0.09% of the 13F portfolio, value $411,000.

    13F-HR 0001569071-22-000004 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 5,239 shares
    Change vs previous 13F +160 shares

    0.11% of the 13F portfolio, value $557,000.

    13F-HR 0001569071-22-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 5,079 shares
    Change vs previous 13F +343 shares

    0.1% of the 13F portfolio, value $516,000.

    13F-HR 0001569071-22-000002 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 4,736 shares
    Change vs previous 13F -2,635 shares

    0.05% of the 13F portfolio, value $356,000.

    13F-HR 0001569071-22-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 7,371 shares
    Change vs previous 13F -1,081 shares

    0.07% of the 13F portfolio, value $520,000.

    13F-HR 0001569071-21-000006 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 8,452 shares
    Change vs previous 13F -1,320 shares

    0.08% of the 13F portfolio, value $660,000.

    13F-HR 0001569071-21-000005 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 9,772 shares
    Change vs previous 13F -3,580 shares

    0.09% of the 13F portfolio, value $700,000.

    13F-HR 0001569071-21-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 13,352 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $755,000.

    13F-HR 0001569071-21-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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