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OneAscent Financial Services LLC: VLO position timeline

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

OneAscent Financial Services LLC held 7,427 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 7,427 shares
    Change vs previous 13F -748 shares

    0.07% of the 13F portfolio, value $1,934,549.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,655 shares
    • OneAscent Wealth Management LLC: 2,248 shares
    • OneAscent Investment Solutions LLC: 1,082 shares
    • OneAscent Family Office, LLC: 1,442 shares

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

  2. period ended2026-03-31
    13F 8,175 shares
    Change vs previous 13F +1,018 shares

    0.08% of the 13F portfolio, value $2,020,113.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,279 shares
    • OneAscent Wealth Management LLC: 2,248 shares
    • OneAscent Investment Solutions LLC: 1,542 shares
    • OneAscent Family Office, LLC: 1,106 shares

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

  3. period ended2025-12-31
    13F 7,157 shares
    Change vs previous 13F +484 shares

    0.08% of the 13F portfolio, value $1,165,101.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,297 shares
    • OneAscent Wealth Management LLC: 2,285 shares
    • OneAscent Investment Solutions LLC: 1,575 shares

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

  4. period ended2025-09-30
    13F/A 6,673 shares
    Change vs previous 13F -636 shares

    0.09% of the 13F portfolio, value $1,136,111.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,831 shares
    • OneAscent Wealth Management LLC: 2,211 shares
    • OneAscent Investment Solutions LLC: 1,631 shares

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

  5. period ended2025-06-30
    13F 7,309 shares
    Change vs previous 13F +1,508 shares

    0.06% of the 13F portfolio, value $984,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,264 shares
    • OneAscent Wealth Management LLC: 2,332 shares
    • OneAscent Investment Solutions LLC: 1,713 shares

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

  6. period ended2025-03-31
    13F 5,801 shares
    Change vs previous 13F +955 shares

    0.04% of the 13F portfolio, value $768,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,569 shares
    • OneAscent Wealth Management LLC: 2,232 shares

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

  7. period ended2024-12-31
    13F 4,846 shares
    Change vs previous 13F +814 shares

    0.04% of the 13F portfolio, value $594,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 2,997 shares
    • OneAscent Wealth Management LLC: 1,849 shares

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

  8. period ended2024-09-30
    13F 4,032 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $544,000.

    13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 1,899 shares
    • OneAscent Wealth Management LLC: 2,133 shares

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