Institutional Owners for VLO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ALTIUM WEALTH MANAGEMENT LLC | COM | 1001 | $681,000 | 6,407 | 0.05 | 0.04 | 19 | 0.30 | 06-30-2022 |
| ATLAS CAPITAL ADVISORS LLC | Equity | 1002 | $824,720 | 6,344 | 0.00 | 0.00 | 466 | 7.93 | 12-31-2023 |
| MERIT FINANCIAL GROUP LLC | COM | 1003 | $994,821 | 6,343 | 0.00 | 0.00 | 1,197 | 23.26 | 03-31-2024 |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | COM | 1004 | $1,080,307 | 6,329 | 0.00 | 0.00 | 175 | 2.84 | 03-31-2024 |
