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Disclosery

Corient Private Wealth LP: VLO position timeline

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

Corient Private Wealth LP held 200,069 VLO shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 200,069 shares
    Change vs previous 13F -40,551 shares

    0.07% of the 13F portfolio, value $52,106,188.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 240,620 shares
    Change vs previous 13F +5,585 shares

    0.09% of the 13F portfolio, value $59,439,648.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 235,035 shares
    Change vs previous 13F +12,295 shares

    0.05% of the 13F portfolio, value $38,264,470.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 222,740 shares
    Change vs previous 13F -1,703 shares

    0.06% of the 13F portfolio, value $37,923,745.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 224,443 shares
    Change vs previous 13F -27,117 shares

    0.04% of the 13F portfolio, value $30,169,531.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 251,560 shares
    Change vs previous 13F -5,244 shares

    0.05% of the 13F portfolio, value $33,223,991.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 256,804 shares
    Change vs previous 13F -44,447 shares

    0.05% of the 13F portfolio, value $31,263,449.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 301,251 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $40,677,699.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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