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Wealthspire Advisors, LLC: VLO position timeline

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

Wealthspire Advisors, LLC held 7,057 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,057 shares
    Change vs previous 13F +1,354 shares

    0.01% of the 13F portfolio, value $1,837,800.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 5,703 shares
    Change vs previous 13F -2,477 shares

    0.01% of the 13F portfolio, value $1,408,994.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 8,180 shares
    Change vs previous 13F +1,293 shares

    0.01% of the 13F portfolio, value $1,331,608.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 6,887 shares
    Change vs previous 13F -1,740 shares

    0.01% of the 13F portfolio, value $1,172,633.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 8,627 shares
    Change vs previous 13F -3,211 shares

    0.01% of the 13F portfolio, value $1,159,674.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 11,838 shares
    Change vs previous 13F +2,085 shares

    0.01% of the 13F portfolio, value $1,563,467.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 9,753 shares
    Change vs previous 13F -1,459 shares

    0.01% of the 13F portfolio, value $1,195,639.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 11,212 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,513,976.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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