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Colonial Trust Advisors: VLO position timeline

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

Colonial Trust Advisors held 1,479 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 1,479 shares
    Change vs previous 13F -229 shares

    0.02% of the 13F portfolio, value $385,191.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,130 shares
    • Colonial Trust Co / SC: 349 shares

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

  2. period ended2026-03-31
    13F 1,708 shares
    Change vs previous 13F +1,015 shares

    0.02% of the 13F portfolio, value $422,012.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,130 shares
    • Colonial Trust Co / SC: 578 shares

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

  3. period ended2025-12-31
    13F 693 shares
    Change vs previous 13F +260 shares

    0.01% of the 13F portfolio, value $112,814.

    13F-HR 0001398344-26-002826 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 130 shares
    • Colonial Trust Co / SC: 563 shares

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

  4. period ended2025-09-30
    13F 433 shares
    Change vs previous 13F -347 shares

    <0.01% of the 13F portfolio, value $73,723.

    13F-HR 0001398344-25-020619 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 30 shares
    • Colonial Trust Co / SC: 403 shares

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

  5. period ended2025-06-30
    13F 780 shares
    Change vs previous 13F -1,120 shares

    0.01% of the 13F portfolio, value $104,848.

    13F-HR 0001398344-25-015191 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 30 shares
    • Colonial Trust Co / SC: 750 shares

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

  6. period ended2025-03-31
    13F 1,900 shares
    Change vs previous 13F +577 shares

    0.01% of the 13F portfolio, value $250,933.

    13F-HR 0001398344-25-009321 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 30 shares
    • Colonial Trust Co / SC: 1,870 shares

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

  7. period ended2024-12-31
    13F 1,323 shares
    Change vs previous 13F -438 shares

    0.01% of the 13F portfolio, value $162,187.

    13F-HR 0001398344-25-002790 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 30 shares
    • Colonial Trust Co / SC: 1,293 shares

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

  8. period ended2024-09-30
    13F 1,761 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $237,788.

    13F-HR 0001398344-24-020483 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 30 shares
    • Colonial Trust Co / SC: 1,731 shares

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