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Disclosery

HB Wealth Management, LLC: VLO position timeline

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

HB Wealth Management, LLC held 23,147 VLO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,147 shares
    Change vs previous 13F +1,913 shares

    0.03% of the 13F portfolio, value $6,028,437.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 21,234 shares
    Change vs previous 13F +1,503 shares

    0.03% of the 13F portfolio, value $5,246,611.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 19,731 shares
    Change vs previous 13F -103 shares

    0.02% of the 13F portfolio, value $3,212,058.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 19,834 shares
    Change vs previous 13F +2,947 shares

    0.02% of the 13F portfolio, value $3,376,953.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 16,887 shares
    Change vs previous 13F -1,820 shares

    0.02% of the 13F portfolio, value $2,270,069.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 18,707 shares
    Change vs previous 13F +1,155 shares

    0.02% of the 13F portfolio, value $2,470,696.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 17,552 shares
    Change vs previous 13F +1,633 shares

    0.02% of the 13F portfolio, value $2,151,742.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 15,919 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,149,653.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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