Wellington Shields Capital Management, LLC: VLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on VLO, newest first. How the timeline and the estimate are built.
Wellington Shields Capital Management, LLC held 2,840 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 2,840 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $739,650.
13F-HR 0001506073-26-000003 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,840 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $701,707.
13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,840 sharesChange vs previous 13F +340 shares
0.11% of the 13F portfolio, value $462,324.
13F-HR 0001506073-26-000001 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,500 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $425,650.
13F-HR 0001506073-25-000003 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,500 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $336,050.
13F-HR 0000825293-25-000007 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,500 sharesChange vs previous 13F -1,500 shares
0.1% of the 13F portfolio, value $330,175.
13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 0 shares
- Wellington Shields & Co., LLC: 2,500 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,000 sharesChange vs previous 13F -1,500 shares
0.06% of the 13F portfolio, value $490,360.
13F-HR 0001506071-25-000002 filed by Wellington Shields & Co., LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 1,500 shares
- Wellington Shields & Co., LLC: 2,500 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,500 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $742,665.
13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingested- Wellington Shields Capital Management, LLC: 3,000 shares
- Wellington Shields & Co., LLC: 2,500 shares
Acceptance time not in the bulk data set (spec §4.2).