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AVANTAX ADVISORY SERVICES, INC.: VLO position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 53,431 VLO shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 53,431 shares
    Change vs previous 13F -2,068 shares

    0.04% of the 13F portfolio, value $7,182,241.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 55,499 shares
    Change vs previous 13F +5,753 shares

    0.04% of the 13F portfolio, value $7,329,791.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 49,746 shares
    Change vs previous 13F +790 shares

    0.04% of the 13F portfolio, value $6,098,353.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 48,956 shares
    Change vs previous 13F -11,627 shares

    0.04% of the 13F portfolio, value $6,610,528.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 60,583 shares
    Change vs previous 13F +11,958 shares

    0.07% of the 13F portfolio, value $9,497,006.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 48,625 shares
    Change vs previous 13F +2,769 shares

    0.07% of the 13F portfolio, value $8,299,832.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 45,856 shares
    Change vs previous 13F +2,122 shares

    0.06% of the 13F portfolio, value $5,961,230.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 43,734 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,197,609.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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