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Disclosery

IEQ CAPITAL, LLC: VLO position timeline

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

IEQ CAPITAL, LLC held 97,901 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,901 shares
    Change vs previous 13F +18,195 shares

    0.12% of the 13F portfolio, value $25,497,528.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 79,706 shares
    Change vs previous 13F -332 shares

    0.09% of the 13F portfolio, value $19,693,650.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 80,038 shares
    Change vs previous 13F -7,426 shares

    0.04% of the 13F portfolio, value $13,029,549.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 87,464 shares
    Change vs previous 13F +2,938 shares

    0.05% of the 13F portfolio, value $14,891,607.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 84,526 shares
    Change vs previous 13F +19,484 shares

    0.07% of the 13F portfolio, value $11,361,920.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 65,042 shares
    Change vs previous 13F +37,054 shares

    0.07% of the 13F portfolio, value $8,590,082.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 27,988 shares
    Change vs previous 13F +12,106 shares

    0.03% of the 13F portfolio, value $3,431,156.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 15,882 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,144,581.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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