Skip to content
Disclosery

BankPlus Trust Department: VLO position timeline

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

BankPlus Trust Department held 17,462 VLO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,462 shares
    Change vs previous 13F +394 shares

    0.7% of the 13F portfolio, value $4,548,283.

    13F-HR 0002047270-26-000003 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 14,316 shares
    • BankPlus Wealth Management LLC: 3,146 shares

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

  2. period ended2026-03-31
    13F 17,068 shares
    Change vs previous 13F -2,594 shares

    0.74% of the 13F portfolio, value $4,217,396.

    13F-HR 0002047270-26-000002 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 13,886 shares
    • BankPlus Wealth Management LLC: 3,182 shares

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

  3. period ended2025-12-31
    13F 19,662 shares
    Change vs previous 13F +55 shares

    0.57% of the 13F portfolio, value $3,201,120.

    13F-HR 0002047270-26-000001 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 16,222 shares
    • BankPlus Wealth Management LLC: 3,440 shares

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

  4. period ended2025-09-30
    13F 19,607 shares
    Change vs previous 13F +537 shares

    0.61% of the 13F portfolio, value $3,338,676.

    13F-HR 0002047270-25-000009 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 16,149 shares
    • BankPlus Wealth Management LLC: 3,458 shares

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

  5. period ended2025-06-30
    13F 19,070 shares
    Change vs previous 13F +1,807 shares

    0.52% of the 13F portfolio, value $2,563,415.

    13F-HR 0002047270-25-000006 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 15,712 shares
    • BankPlus Wealth Management LLC: 3,358 shares

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

  6. period ended2025-03-31
    13F 17,263 shares
    Change vs previous 13F +1,163 shares

    0.52% of the 13F portfolio, value $2,280,020.

    13F-HR 0002047270-25-000004 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 14,078 shares
    • BankPlus Wealth Management LLC: 3,185 shares

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

  7. period ended2024-12-31
    13F 16,100 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,973,632.

    13F-HR 0002047270-25-000001 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 13,155 shares
    • BankPlus Wealth Management LLC: 2,945 shares

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