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Perigon Wealth Management, LLC: VLO position timeline

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

Perigon Wealth Management, LLC held 4,228 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,228 shares
    Change vs previous 13F -473 shares

    0.02% of the 13F portfolio, value $1,101,023.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, 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 4,701 shares
    Change vs previous 13F -495 shares

    0.02% of the 13F portfolio, value $1,161,597.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, 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 5,196 shares
    Change vs previous 13F +136 shares

    0.02% of the 13F portfolio, value $845,929.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, 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 5,060 shares
    Change vs previous 13F +192 shares

    0.02% of the 13F portfolio, value $861,531.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, 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 4,868 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $654,380.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, 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 4,872 shares
    Change vs previous 13F -7 shares

    0.02% of the 13F portfolio, value $643,454.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, 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 4,879 shares
    Change vs previous 13F +1,920 shares

    0.02% of the 13F portfolio, value $679,968.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, 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 2,959 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $399,512.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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