Kestra Advisory Services, LLC: VLO position timeline

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

Kestra Advisory Services, LLC held 63,411 VLO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 63,411 shares
Change vs previous 13F -21,876 shares
0.04% of the 13F portfolio, value $16,514,749.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 24,614 shares
- Kestra Advisory Services, LLC: 37,907 shares
- Kestra Investment Management, LLC: 890 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 85,287 shares
Change vs previous 13F +10,108 shares
0.06% of the 13F portfolio, value $21,072,759.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 24,798 shares
- Kestra Advisory Services, LLC: 60,489 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 75,179 shares
Change vs previous 13F +4,516 shares
0.04% of the 13F portfolio, value $12,238,456.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 22,887 shares
- Kestra Advisory Services, LLC: 52,292 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 70,663 shares
Change vs previous 13F +262 shares
0.04% of the 13F portfolio, value $12,031,163.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 22,809 shares
- Kestra Advisory Services, LLC: 47,854 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 70,401 shares
Change vs previous 13F -1,992 shares
0.03% of the 13F portfolio, value $9,463,332.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 23,455 shares
- Kestra Advisory Services, LLC: 46,946 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 72,393 shares
Change vs previous 13F +10,153 shares
0.03% of the 13F portfolio, value $9,560,944.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 22,402 shares
- Kestra Advisory Services, LLC: 49,961 shares
- Kestra Investment Management, LLC: 30 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 62,240 shares
Change vs previous 13F -12,670 shares
0.03% of the 13F portfolio, value $7,630,001.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 18,899 shares
- Kestra Advisory Services, LLC: 43,239 shares
- Kestra Investment Management, LLC: 102 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 74,910 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $10,115,158.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 17,105 shares
- Kestra Advisory Services, LLC: 57,805 shares
Acceptance time not in the bulk data set (spec §4.2).