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Signature Wealth Management Group: VLO position timeline

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

Signature Wealth Management Group held 28,738 VLO shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 28,738 shares
    Change vs previous 13F -451 shares

    2.7% of the 13F portfolio, value $7,100,508.

    13F-HR 0001736666-26-000002 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 29,189 shares
    Change vs previous 13F -1,018 shares

    1.94% of the 13F portfolio, value $4,751,703.

    13F-HR 0001736666-26-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 30,207 shares
    Change vs previous 13F +7,016 shares

    2% of the 13F portfolio, value $5,143,111.

    13F-HR 0001736666-25-000006 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 23,191 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $3,117,304.

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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