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Disclosery

Spire Wealth Management: VLO position timeline

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

Spire Wealth Management held 2,261 VLO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,261 shares
    Change vs previous 13F +1,755 shares

    0.02% of the 13F portfolio, value $589,307.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 506 shares
    Change vs previous 13F -10,399 shares

    <0.01% of the 13F portfolio, value $125,025.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 10,905 shares
    Change vs previous 13F -755 shares

    0.06% of the 13F portfolio, value $1,775,212.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 11,660 shares
    Change vs previous 13F +10,625 shares

    0.07% of the 13F portfolio, value $1,985,202.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 1,035 shares
    Change vs previous 13F -1,022 shares

    <0.01% of the 13F portfolio, value $131,097.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 2,057 shares
    Change vs previous 13F -61 shares

    0.01% of the 13F portfolio, value $271,694.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 2,118 shares
    Change vs previous 13F +117 shares

    0.01% of the 13F portfolio, value $259,604.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 2,001 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $270,242.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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