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J.W. COLE ADVISORS, INC.: VLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on VLO, newest first. How the timeline and the estimate are built.

J.W. COLE ADVISORS, INC. held 10,490 VLO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,490 shares
    Change vs previous 13F -244 shares

    0.05% of the 13F portfolio, value $2,731,952.

    13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, 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 10,734 shares
    Change vs previous 13F -168 shares

    0.09% of the 13F portfolio, value $2,652,098.

    13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, 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 10,902 shares
    Change vs previous 13F +652 shares

    0.03% of the 13F portfolio, value $1,233,851.

    13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, 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 10,250 shares
    Change vs previous 13F -321 shares

    0.03% of the 13F portfolio, value $1,745,152.

    13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, 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 10,571 shares
    Change vs previous 13F +2,199 shares

    0.03% of the 13F portfolio, value $1,420,899.

    13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, 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 8,372 shares
    Change vs previous 13F +5,779 shares

    0.03% of the 13F portfolio, value $1,105,718.

    13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, 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 2,593 shares
    Change vs previous 13F +61 shares

    0.01% of the 13F portfolio, value $317,965.

    13F-HR 0001172661-25-000434 filed by J.W. COLE ADVISORS, 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 2,532 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $341,932.

    13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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