Avantax Planning Partners, Inc.

Position in VLO — Valero Energy Corp/Tx

CIK 1005441 DUBUQUE, IA

Position in VLO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$10,539,225

+$227,836 QoQ

Shares Held

40,467

-3.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.60%

of 13F equity value

Holder Rank

#331

of 1,951 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $13,822,334 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (76.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	40,467	$10,539,225
2	PSX	Phillips 66	13,692	$2,314,632
3	MPC	Marathon Petroleum Corp	3,788	$968,477

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,539,225	40,467	-3.0%	Shares	Sole	2026-07-28
2026-03-31	$10,311,389	41,733	-7.8%	Shares	Sole	2026-05-04
2025-12-31	$7,367,387	45,257	-1.4%	Shares	Sole	2026-02-05
2025-09-30	$7,817,658	45,916	+1.0%	Shares	Sole	2025-10-31
2025-06-30	$6,108,044	45,440	+1.4%	Shares	Sole	2025-08-11
2025-03-31	$5,916,736	44,800	+5.7%	Shares	Sole	2025-04-29
2024-12-31	$5,194,260	42,371	+1.5%	Shares	Sole	2025-02-07
2024-09-30	$5,637,097	41,747	-12.6%	Shares	Sole	2024-11-14
2024-06-30	$7,484,035	47,742	-1.3%	Shares	Sole	2024-08-09
2024-03-31	$8,256,958	48,374	+236.9%	Shares	Sole	2024-05-03
2023-12-31	$1,866,670	14,359	-3.8%	Shares	Sole	2024-02-09
2023-09-30	$2,115,588	14,929	+1.6%	Shares	Sole	2023-11-06
2023-06-30	$1,722,902	14,688	+3.2%	Shares	Sole	2023-07-18
2023-03-31	$1,987,624	14,238	+13.8%	Shares	Sole	2023-04-21
2022-12-31	$1,586,764	12,508	-1.6%	Shares	Sole	2023-02-10
2022-09-30	$1,357,742	12,707	—	Shares	Sole	2022-10-14
No filing history on record for this holder in this stock.