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EP Wealth Advisors, LLC: VLO position timeline

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

EP Wealth Advisors, LLC held 229,679 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 229,679 shares
    Change vs previous 13F +5,108 shares

    0.23% of the 13F portfolio, value $59,817,625.

    13F-HR 0001398344-26-014114 filed by EP Wealth 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 224,571 shares
    Change vs previous 13F -1,642 shares

    0.27% of the 13F portfolio, value $55,486,899.

    13F-HR 0001398344-26-009125 filed by EP Wealth 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 226,213 shares
    Change vs previous 13F +23,121 shares

    0.19% of the 13F portfolio, value $36,825,236.

    13F-HR 0001398344-26-003327 filed by EP Wealth 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 ended2025-06-30
    13F 203,092 shares
    Change vs previous 13F +10,005 shares

    0.18% of the 13F portfolio, value $27,299,612.

    13F-HR 0001398344-25-015642 filed by EP Wealth 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 ended2025-03-31
    13F 193,087 shares
    Change vs previous 13F +7,002 shares

    0.2% of the 13F portfolio, value $25,501,027.

    13F-HR 0001398344-25-009656 filed by EP Wealth 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 ended2024-12-31
    13F 186,085 shares
    Change vs previous 13F +4,365 shares

    0.19% of the 13F portfolio, value $22,812,135.

    13F-HR 0001398344-25-002748 filed by EP Wealth 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 ended2024-09-30
    13F 181,720 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $24,537,700.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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