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Disclosery

Legacy Trust: VLO position timeline

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

Legacy Trust held 6,694 VLO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,694 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,743,385.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    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 6,694 shares
    Change vs previous 13F -35 shares

    0.32% of the 13F portfolio, value $1,653,954.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    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 6,729 shares
    Change vs previous 13F +695 shares

    0.2% of the 13F portfolio, value $1,095,414.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    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 6,034 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,027,349.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    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 6,034 shares
    Change vs previous 13F -1,377 shares

    0.2% of the 13F portfolio, value $811,090.

    13F-HR 0001772483-25-000003 filed by Legacy Trust
    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 7,411 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $978,771.

    13F-HR 0001772483-25-000002 filed by Legacy Trust
    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 7,410 shares
    Change vs previous 13F -64 shares

    0.21% of the 13F portfolio, value $908,392.

    13F-HR 0001772483-25-000001 filed by Legacy Trust
    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 7,474 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,009,214.

    13F-HR 0001772483-24-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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