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Disclosery

KWMG, LLC: VLO position timeline

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

KWMG, LLC held 61,147 VLO shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 61,147 shares
    Change vs previous 13F -6,635 shares

    1.71% of the 13F portfolio, value $23,701,153.

    13F-HR 0001214659-26-012622 filed by KWMG, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 67,782 shares
    Change vs previous 13F -2,150 shares

    1.28% of the 13F portfolio, value $17,653,091.

    13F-HR 0001214659-26-008326 filed by KWMG, 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 69,932 shares
    Change vs previous 13F -2,785 shares

    1.44% of the 13F portfolio, value $17,278,708.

    13F-HR 0001214659-26-004501 filed by KWMG, 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 72,717 shares
    Change vs previous 13F -12,246 shares

    1.02% of the 13F portfolio, value $11,837,675.

    13F-HR 0001214659-26-000532 filed by KWMG, 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 84,963 shares
    Change vs previous 13F -6,042 shares

    1.27% of the 13F portfolio, value $14,465,840.

    13F-HR 0001214659-25-014754 filed by KWMG, 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 91,005 shares
    Change vs previous 13F +3,784 shares

    1.15% of the 13F portfolio, value $12,232,892.

    13F-HR 0001214659-25-010401 filed by KWMG, 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 87,221 shares
    Change vs previous 13F +1,158 shares

    1.17% of the 13F portfolio, value $11,519,226.

    13F-HR 0001214659-25-005658 filed by KWMG, 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 86,063 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $10,550,501.

    13F-HR 0001214659-25-000479 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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