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Ascentis Wealth Management, LLC: VLO position timeline

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

Ascentis Wealth Management, LLC held 543 VLO shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 543 shares
    Change vs previous 13F -3,459 shares

    0.02% of the 13F portfolio, value $141,418.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 11 shares
    • Ascentis Wealth Management, LLC: 532 shares

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

  2. period ended2026-03-31
    13F 4,002 shares
    Change vs previous 13F +1,146 shares

    0.05% of the 13F portfolio, value $989,024.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,470 shares
    • Ascentis Wealth Management, LLC: 532 shares

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

  3. period ended2025-12-31
    13F 2,856 shares
    Change vs previous 13F +78 shares

    0.04% of the 13F portfolio, value $464,955.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,324 shares
    • Ascentis Wealth Management, LLC: 532 shares

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

  4. period ended2025-09-30
    13F 2,778 shares
    Change vs previous 13F +590 shares

    0.04% of the 13F portfolio, value $472,899.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,246 shares
    • Ascentis Wealth Management, LLC: 532 shares

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

  5. period ended2025-06-30
    13F 2,188 shares
    Change vs previous 13F +61 shares

    0.05% of the 13F portfolio, value $294,136.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    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 2,127 shares
    Change vs previous 13F +125 shares

    0.06% of the 13F portfolio, value $280,869.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    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 2,002 shares
    Change vs previous 13F -2,884 shares

    0.05% of the 13F portfolio, value $245,419.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    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/A 4,886 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $659,790.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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