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Disclosery

MAI Capital Management: VLO position timeline

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

MAI Capital Management held 38,728 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,728 shares
    Change vs previous 13F +8,418 shares

    0.04% of the 13F portfolio, value $10,086,583.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 30,310 shares
    Change vs previous 13F +213 shares

    0.04% of the 13F portfolio, value $7,488,982.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 30,097 shares
    Change vs previous 13F +56 shares

    0.03% of the 13F portfolio, value $4,899,419.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 30,041 shares
    Change vs previous 13F +22,038 shares

    0.03% of the 13F portfolio, value $5,114,754.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 8,003 shares
    Change vs previous 13F +252 shares

    0.01% of the 13F portfolio, value $1,075,805.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 7,751 shares
    Change vs previous 13F -53 shares

    0.01% of the 13F portfolio, value $1,023,651.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 7,804 shares
    Change vs previous 13F -482 shares

    0.01% of the 13F portfolio, value $956,711.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 8,286 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,118,815.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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