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Disclosery

Caldwell Trust Co: VLO position timeline

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

Caldwell Trust Co held 11,862 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,862 shares
    Change vs previous 13F -206 shares

    0.25% of the 13F portfolio, value $3,089,339.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 12,068 shares
    Change vs previous 13F -79 shares

    0.27% of the 13F portfolio, value $2,981,761.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 12,147 shares
    Change vs previous 13F -294 shares

    0.18% of the 13F portfolio, value $1,977,410.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 12,441 shares
    Change vs previous 13F +47 shares

    0.2% of the 13F portfolio, value $2,118,205.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 12,394 shares
    Change vs previous 13F -1,969 shares

    0.17% of the 13F portfolio, value $1,666,001.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 14,363 shares
    Change vs previous 13F -175 shares

    0.2% of the 13F portfolio, value $1,896,921.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 14,538 shares
    Change vs previous 13F -209 shares

    0.19% of the 13F portfolio, value $1,782,213.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 14,747 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,991,287.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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