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Disclosery

GoalVest Advisory LLC: VLO position timeline

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

GoalVest Advisory LLC held 6,019 VLO shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,019 shares
    Change vs previous 13F -150 shares

    0.4% of the 13F portfolio, value $2,333,025.

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,169 shares
    Change vs previous 13F -505 shares

    0.3% of the 13F portfolio, value $1,606,654.

    13F-HR 0001839307-26-000011 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,674 shares
    Change vs previous 13F -1,507 shares

    0.32% of the 13F portfolio, value $1,649,012.

    13F-HR 0001839307-26-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,181 shares
    Change vs previous 13F -1,916 shares

    0.26% of the 13F portfolio, value $1,331,785.

    13F-HR 0001839307-26-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,097 shares
    Change vs previous 13F +938 shares

    0.36% of the 13F portfolio, value $1,719,115.

    13F-HR 0001839307-25-000008 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,159 shares
    Change vs previous 13F +301 shares

    0.3% of the 13F portfolio, value $1,231,153.

    13F-HR 0001839307-25-000003 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,858 shares
    Change vs previous 13F +1,924 shares

    0.32% of the 13F portfolio, value $1,169,876.

    13F-HR 0001839307-25-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,934 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $850,039.

    13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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