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Disclosery

Nicholas Wealth, LLC.: VLO position timeline

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

Nicholas Wealth, LLC. held 5,315 VLO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,315 shares
    Change vs previous 13F -1,746 shares

    0.76% of the 13F portfolio, value $1,384,197.

    13F-HR 0001911391-26-000009 filed by Nicholas Wealth, 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 7,061 shares
    Change vs previous 13F -1,020 shares

    1.2% of the 13F portfolio, value $1,744,543.

    13F-HR 0001911391-26-000007 filed by Nicholas Wealth, 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/A 8,081 shares
    Change vs previous 13F +760 shares

    0.89% of the 13F portfolio, value $1,315,481.

    13F-HR/A 0001911391-26-000003 filed by Nicholas Wealth, 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/A 7,321 shares
    Change vs previous 13F +865 shares

    0.91% of the 13F portfolio, value $1,246,482.

    13F-HR/A 0001911391-26-000004 filed by Nicholas Wealth, 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/A 6,456 shares
    Change vs previous 13F +360 shares

    0.76% of the 13F portfolio, value $867,834.

    13F-HR/A 0001911391-26-000005 filed by Nicholas Wealth, 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/A 6,096 shares
    Change vs previous 13F -1,334 shares

    0.84% of the 13F portfolio, value $805,101.

    13F-HR/A 0001911391-26-000006 filed by Nicholas Wealth, 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 7,430 shares
    Change vs previous 13F +2,082 shares

    0.54% of the 13F portfolio, value $990,848.

    13F-HR 0001911391-25-000001 filed by Nicholas Wealth, 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 5,348 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $722,124.

    13F-HR 0001911391-24-000005 filed by Nicholas Wealth, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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