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Peterson Wealth Services: VLO position timeline

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

Peterson Wealth Services held 1,399 VLO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,399 shares
    Change vs previous 13F -16 shares

    0.08% of the 13F portfolio, value $364,300.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 1,415 shares
    Change vs previous 13F +218 shares

    0.09% of the 13F portfolio, value $349,713.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 1,197 shares
    Change vs previous 13F -1,496 shares

    0.05% of the 13F portfolio, value $194,894.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 2,693 shares
    Change vs previous 13F +1,558 shares

    0.06% of the 13F portfolio, value $203,579.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 1,135 shares
    Change vs previous 13F -443 shares

    0.04% of the 13F portfolio, value $152,571.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 1,578 shares
    Change vs previous 13F -1 shares

    0.06% of the 13F portfolio, value $208,429.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 1,579 shares
    Change vs previous 13F +21 shares

    0.06% of the 13F portfolio, value $193,557.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 1,558 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $210,332.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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