ZACKS INVESTMENT MANAGEMENT

Position in VLO — Valero Energy Corp/Tx

CIK 1086483 Chicago, IL

Position in VLO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,097,762

+$3,557,893 QoQ

Shares Held

15,734

+620.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#527

of 1,966 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

ZACKS INVESTMENT MANAGEMENT holds $50,108,963 across 4 Oil & Gas Refining & Marketing names. VLO ranks #3 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DINO	HF Sinclair Corp	387,791	$27,009,643
2	PSX	Phillips 66	110,693	$18,712,651
3	VLO	Valero Energy Corp/Tx This page	15,734	$4,097,762
4	MPC	Marathon Petroleum Corp	1,130	$288,907

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,097,762	15,734	+620.1%	Shares	Sole	2026-08-13
2026-03-31	$539,869	2,185	-28.1%	Shares	Sole	2026-05-14
2025-12-31	$494,556	3,038	-19.8%	Shares	Sole	2026-02-17
2025-09-30	$645,284	3,790	-32.9%	Shares	Sole	2025-11-14
2025-06-30	$759,338	5,649	+6.6%	Shares	Sole	2025-08-12
2025-03-31	$699,706	5,298	+16.0%	Shares	Sole	2025-05-14
2024-12-31	$559,991	4,568	+7.6%	Shares	Sole	2025-02-13
2024-09-30	$573,337	4,246	+16.5%	Shares	Sole	2024-11-14
2024-06-30	$571,546	3,646	+19.5%	Shares	Sole	2024-08-14
2024-03-31	$520,775	3,051	+57.8%	Shares	Sole	2024-05-15
2023-12-31	$251,420	1,934	-61.6%	Shares	Sole	2024-02-14
2023-09-30	$714,360	5,041	-78.1%	Shares	Sole	2023-11-14
2023-06-30	$2,701,184	23,028	-11.9%	Shares	Sole	2023-08-15
2023-03-31	$3,648,585	26,136	+2.6%	Shares	Sole	2023-05-15
2022-12-31	$3,230,870	25,468	-25.7%	Shares	Sole	2023-02-14
2022-09-30	$3,660,681	34,260	+6.4%	Shares	Sole	2022-11-14
2022-06-30	$3,422,216	32,200	+2.2%	Shares	Sole	2022-08-15
2022-03-31	$3,197,900	31,494	+554.8%	Shares	Sole	2022-05-13
2020-09-30	$208,369	4,810	-99.1%	Shares	Sole	2020-11-16
2020-06-30	$31,410,115	534,004	+0.8%	Shares	Sole	2020-08-14
2020-03-31	$24,020,115	529,544	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.