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Sowell Financial Services LLC: VLO position timeline

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

Sowell Financial Services LLC held 20,445 VLO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,445 shares
    Change vs previous 13F +10,082 shares

    0.17% of the 13F portfolio, value $5,324,700.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 10,363 shares
    Change vs previous 13F -1,399 shares

    0.09% of the 13F portfolio, value $2,560,562.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 11,762 shares
    Change vs previous 13F +295 shares

    0.07% of the 13F portfolio, value $1,914,788.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 11,467 shares
    Change vs previous 13F +70 shares

    0.07% of the 13F portfolio, value $1,952,328.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 11,397 shares
    Change vs previous 13F +624 shares

    0.06% of the 13F portfolio, value $1,531,963.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 10,773 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,422,727.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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