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Disclosery

Copperwynd Financial, LLC: VLO position timeline

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

Copperwynd Financial, LLC held 7,072 VLO shares at 2025-06-30 per its 13F-HR filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 7,072 shares
    Change vs previous 13F +123 shares

    0.24% of the 13F portfolio, value $950,561.

    13F-HR 0001687832-25-000003 filed by Copperwynd Financial, LLC
    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 6,949 shares
    Change vs previous 13F +1,254 shares

    0.25% of the 13F portfolio, value $917,728.

    13F-HR 0001687832-25-000002 filed by Copperwynd Financial, LLC
    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 5,695 shares
    Change vs previous 13F -463 shares

    0.19% of the 13F portfolio, value $698,157.

    13F-HR 0001687832-25-000001 filed by Copperwynd Financial, LLC
    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 6,158 shares
    Change vs previous 13F +225 shares

    0.25% of the 13F portfolio, value $831,505.

    13F-HR 0001687832-24-000005 filed by Copperwynd Financial, LLC
    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 5,933 shares
    Change vs previous 13F +184 shares

    0.31% of the 13F portfolio, value $959,487.

    13F-HR 0001687832-24-000003 filed by Copperwynd Financial, LLC
    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 5,749 shares
    Change vs previous 13F -202 shares

    0.35% of the 13F portfolio, value $981,360.

    13F-HR 0001687832-24-000002 filed by Copperwynd Financial, LLC
    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 5,951 shares
    Change vs previous 13F -302 shares

    0.31% of the 13F portfolio, value $773,594.

    13F-HR 0001687832-24-000001 filed by Copperwynd Financial, LLC
    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 6,253 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $886,113.

    13F-HR 0001687832-23-000003 filed by Copperwynd Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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