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LMCG INVESTMENTS, LLC: VLO position timeline

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

LMCG INVESTMENTS, LLC held 45,855 VLO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,855 shares
    Change vs previous 13F -1,722 shares

    0.64% of the 13F portfolio, value $11,942,476.

    13F-HR 0001470944-26-000003 filed by LMCG INVESTMENTS, 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 47,577 shares
    Change vs previous 13F -3,417 shares

    0.7% of the 13F portfolio, value $11,755,325.

    13F-HR 0001470944-26-000002 filed by LMCG INVESTMENTS, 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 50,994 shares
    Change vs previous 13F -2,185 shares

    0.47% of the 13F portfolio, value $8,301,342.

    13F-HR 0001470944-26-000001 filed by LMCG INVESTMENTS, 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 53,179 shares
    Change vs previous 13F -2,184 shares

    0.53% of the 13F portfolio, value $9,054,287.

    13F-HR 0001470944-25-000002 filed by LMCG INVESTMENTS, 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 55,363 shares
    Change vs previous 13F -10,867 shares

    0.47% of the 13F portfolio, value $7,441,918.

    13F-HR 0001085146-25-004141 filed by LMCG INVESTMENTS, 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 66,230 shares
    Change vs previous 13F +732 shares

    0.58% of the 13F portfolio, value $8,746,996.

    13F-HR 0001085146-25-002031 filed by LMCG INVESTMENTS, 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 65,498 shares
    Change vs previous 13F -5,802 shares

    0.49% of the 13F portfolio, value $8,029,400.

    13F-HR 0001085146-25-000293 filed by LMCG INVESTMENTS, 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 71,300 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $9,627,639.

    13F-HR 0001085146-24-005222 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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