Steward Partners Investment Advisory, LLC: VLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on VLO, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 38,395 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 38,395 sharesChange vs previous 13F +3,235 shares
0.05% of the 13F portfolio, value $9,999,621.
13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 35,160 sharesChange vs previous 13F -1,151 shares
0.04% of the 13F portfolio, value $8,687,382.
13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 36,311 sharesChange vs previous 13F +1,288 shares
0.03% of the 13F portfolio, value $5,911,096.
13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 35,023 sharesChange vs previous 13F +558 shares
0.03% of the 13F portfolio, value $5,963,019.
13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 34,465 sharesChange vs previous 13F +5,767 shares
0.04% of the 13F portfolio, value $4,632,799.
13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 28,698 sharesChange vs previous 13F -2,033 shares
0.03% of the 13F portfolio, value $3,790,200.
13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 30,731 sharesChange vs previous 13F +1,194 shares
0.03% of the 13F portfolio, value $3,767,235.
13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,537 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $3,988,410.
13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).