Skip to content
Disclosery

Venturi Wealth Management, LLC: VLO position timeline

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

Venturi Wealth Management, LLC held 2,633 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 2,633 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $685,730.

    13F-HR 0001666363-26-000004 filed by Venturi 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 2,624 shares
    Change vs previous 13F -134 shares

    0.03% of the 13F portfolio, value $648,331.

    13F-HR 0001666363-26-000003 filed by Venturi 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 2,758 shares
    Change vs previous 13F +72 shares

    0.02% of the 13F portfolio, value $448,970.

    13F-HR 0001666363-26-000001 filed by Venturi 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 2,686 shares
    Change vs previous 13F +368 shares

    0.02% of the 13F portfolio, value $457,313.

    13F-HR 0001666363-25-000008 filed by Venturi 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 2,318 shares
    Change vs previous 13F -6,625 shares

    0.02% of the 13F portfolio, value $311,582.

    13F-HR 0001666363-25-000006 filed by Venturi 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 8,943 shares
    Change vs previous 13F +2,348 shares

    0.06% of the 13F portfolio, value $1,181,107.

    13F-HR 0001666363-25-000005 filed by Venturi 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 6,595 shares
    Change vs previous 13F +1,523 shares

    0.04% of the 13F portfolio, value $808,496.

    13F-HR 0001666363-25-000004 filed by Venturi 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 5,072 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $684,898.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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