CAPTRUST FINANCIAL ADVISORS: VLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on VLO, newest first. How the timeline and the estimate are built.
CAPTRUST FINANCIAL ADVISORS held 134,960 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 134,960 sharesChange vs previous 13F +3,787 shares
0.05% of the 13F portfolio, value $35,159,559.
13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 131,173 sharesChange vs previous 13F -815 shares
0.06% of the 13F portfolio, value $32,415,266.
13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 131,988 sharesChange vs previous 13F -11,708 shares
0.04% of the 13F portfolio, value $21,486,360.
13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 143,696 sharesChange vs previous 13F -2,539 shares
0.05% of the 13F portfolio, value $24,465,732.
13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 146,235 sharesChange vs previous 13F +9,140 shares
0.04% of the 13F portfolio, value $19,656,953.
13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 137,095 sharesChange vs previous 13F +5,017 shares
0.05% of the 13F portfolio, value $18,106,150.
13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 132,078 sharesChange vs previous 13F +42,316 shares
0.05% of the 13F portfolio, value $16,191,446.
13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 89,762 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $12,120,555.
13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).