EADS & HEALD WEALTH MANAGEMENT

Position in VLO — Valero Energy Corp/Tx

CIK 1035912 ATLANTA, GA

Position in VLO

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$1,061,208

+$315,468 QoQ

Shares Held

4,295

-6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,061,208	4,295	-6.2%	Shares	Sole	2026-04-29
2025-12-31	$745,740	4,581	-5.3%	Shares	Sole	2026-01-29
2025-09-30	$823,207	4,835	-0.4%	Shares	Sole	2025-10-22
2025-06-30	$652,340	4,853	+3.3%	Shares	Sole	2025-07-22
2025-03-31	$620,200	4,696	-3.3%	Shares	Sole	2025-04-25
2024-12-31	$595,297	4,856	+2.4%	Shares	Sole	2025-01-17
2024-09-30	$640,447	4,743	+7.7%	Shares	Sole	2024-10-28
2024-06-30	$690,214	4,403	-8.6%	Shares	Sole	2024-07-23
2024-03-31	$822,043	4,816	-5.0%	Shares	Sole	2024-04-23
2023-12-31	$658,840	5,068	+0.5%	Shares	Sole	2024-01-30
2023-09-30	$714,643	5,043	+1.5%	Shares	Sole	2023-10-27
2023-06-30	$582,981	4,970	-4.9%	Shares	Sole	2023-07-25
2023-03-31	$729,410	5,225	-25.4%	Shares	Sole	2023-04-21
2022-12-31	$888,527	7,004	-6.5%	Shares	Sole	2023-01-27
2022-09-30	$800,627	7,493	+2.7%	Shares	Sole	2022-10-27
2022-06-30	$775,100	7,293	+17.5%	Shares	Sole	2022-07-26
2022-03-31	$630,461	6,209	+3.4%	Shares	Sole	2022-04-27
2021-12-31	$451,035	6,005	+9.1%	Shares	Sole	2022-01-31
2021-09-30	$388,487	5,505	+17.1%	Shares	Sole	2021-10-27
2021-06-30	$366,976	4,700	+1.4%	Shares	Sole	2021-07-30
2021-03-31	$331,866	4,635	+4.7%	Shares	Sole	2021-04-29
2020-12-31	$250,548	4,429	-12.2%	Shares	Sole	2021-02-02
2020-06-30	$296,864	5,047	-5.5%	Shares	Sole	2020-07-29
2020-03-31	$242,267	5,341	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.