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Beacon Pointe Advisors, LLC: VLO position timeline

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

Beacon Pointe Advisors, LLC held 101,329 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,329 shares
    Change vs previous 13F +7,779 shares

    0.12% of the 13F portfolio, value $26,390,032.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 93,550 shares
    Change vs previous 13F +27,138 shares

    0.12% of the 13F portfolio, value $23,114,332.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 66,412 shares
    Change vs previous 13F +3,425 shares

    0.08% of the 13F portfolio, value $10,811,286.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 62,987 shares
    Change vs previous 13F -10,803 shares

    0.09% of the 13F portfolio, value $10,724,135.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 73,790 shares
    Change vs previous 13F +3,821 shares

    0.1% of the 13F portfolio, value $9,918,827.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 69,969 shares
    Change vs previous 13F +24,227 shares

    0.1% of the 13F portfolio, value $9,240,818.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 45,742 shares
    Change vs previous 13F -14,063 shares

    0.06% of the 13F portfolio, value $5,607,485.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 59,805 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,075,521.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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