Skip to content
Disclosery

Heritage Wealth Management, Inc.: VLO position timeline

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

Heritage Wealth Management, Inc. held 17,147 VLO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,147 shares
    Change vs previous 13F -653 shares

    1.11% of the 13F portfolio, value $4,465,688.

    13F-HR 0001944755-26-000003 filed by Heritage Wealth Management, Inc.
    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 17,800 shares
    Change vs previous 13F -134 shares

    2.18% of the 13F portfolio, value $4,398,113.

    13F-HR 0001944755-26-000002 filed by Heritage Wealth Management, Inc.
    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 17,934 shares
    Change vs previous 13F -185 shares

    0.81% of the 13F portfolio, value $2,919,468.

    13F-HR 0001944755-26-000001 filed by Heritage Wealth Management, Inc.
    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 18,119 shares
    Change vs previous 13F -13 shares

    0.91% of the 13F portfolio, value $3,084,962.

    13F-HR 0001944755-25-000006 filed by Heritage Wealth Management, Inc.
    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 18,132 shares
    Change vs previous 13F -1,217 shares

    0.79% of the 13F portfolio, value $2,437,328.

    13F-HR 0001944755-25-000005 filed by Heritage Wealth Management, Inc.
    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 19,349 shares
    Change vs previous 13F +97 shares

    0.87% of the 13F portfolio, value $2,555,436.

    13F-HR 0001944755-25-000002 filed by Heritage Wealth Management, Inc.
    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 19,252 shares
    Change vs previous 13F -398 shares

    0.78% of the 13F portfolio, value $2,360,089.

    13F-HR 0001944755-25-000001 filed by Heritage Wealth Management, Inc.
    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 19,650 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,653,283.

    13F-HR 0001944755-24-000004 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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