SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1079935
LOS ANGELES, CA
Position in VLO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$400,035
+$17,803 QoQ
Shares Held
1,536
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,288
of 1,955 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $1,773,856 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (22.6% of the industry book) .
All Filings in VLO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,035 | 1,536 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $382,232 | 1,547 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $254,765 | 1,565 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $264,753 | 1,555 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $206,872 | 1,539 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $343,645 | 2,602 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $324,005 | 2,643 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $357,693 | 2,649 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $412,748 | 2,633 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||