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Focus Partners Wealth: VLO position timeline

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

Focus Partners Wealth held 238,882 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 238,882 shares
    Change vs previous 13F +4,654 shares

    0.06% of the 13F portfolio, value $62,214,915.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 226,463 shares
    • Focus Partners Advisor Solutions, LLC: 12,419 shares

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

  2. period ended2026-03-31
    13F 234,228 shares
    Change vs previous 13F +2,595 shares

    0.06% of the 13F portfolio, value $57,854,941.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 222,521 shares
    • Focus Partners Advisor Solutions, LLC: 11,707 shares

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

  3. period ended2025-12-31
    13F 231,633 shares
    Change vs previous 13F +176,879 shares

    0.04% of the 13F portfolio, value $37,786,545.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 219,953 shares
    • Focus Partners Advisor Solutions, LLC: 11,680 shares

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

  4. period ended2025-09-30
    13F 54,754 shares
    Change vs previous 13F +227 shares

    0.01% of the 13F portfolio, value $9,353,077.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 45,355 shares
    • Focus Partners Advisor Solutions, LLC: 9,399 shares

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

  5. period ended2025-06-30
    13F 54,527 shares
    Change vs previous 13F -2,879 shares

    0.01% of the 13F portfolio, value $7,330,288.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 44,557 shares
    • Focus Partners Advisor Solutions, LLC: 9,970 shares

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

  6. period ended2025-03-31
    13F/A 57,406 shares
    Change vs previous 13F +15,083 shares

    0.02% of the 13F portfolio, value $7,581,925.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 46,854 shares
    • Focus Partners Advisor Solutions, LLC: 10,552 shares

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

  7. period ended2024-12-31
    13F/A 42,323 shares
    Change vs previous 13F +18,611 shares

    0.01% of the 13F portfolio, value $5,188,642.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 34,439 shares
    • Focus Partners Advisor Solutions, LLC: 7,884 shares

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

  8. period ended2024-09-30
    13F 23,712 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,188,947.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 20,284 shares
    • Focus Partners Advisor Solutions, LLC: 3,428 shares

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