NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in VLO — Valero Energy Corp/Tx

CIK 1109767 CEDAR RAPIDS, IA

Position in VLO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,941,580

+$347,667 QoQ

Shares Held

7,455

+15.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#702

of 1,951 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $7,155,517 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	28,087	$4,748,107
2	VLO	Valero Energy Corp/Tx This page	7,455	$1,941,580
3	MPC	Marathon Petroleum Corp	1,822	$465,830

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,941,580	7,455	+15.6%	Shares	Sole	2026-07-23
2026-03-31	$1,593,913	6,451	+0.0%	Shares	Sole	2026-04-15
2025-12-31	$1,049,832	6,449	-0.7%	Shares	Sole	2026-01-26
2025-09-30	$1,105,498	6,493	-7.7%	Shares	Sole	2025-10-28
2025-06-30	$945,913	7,037	+0.3%	Shares	Sole	2025-08-11
2025-03-31	$926,867	7,018	+0.4%	Shares	Sole	2025-05-13
2024-12-31	$856,781	6,989	-30.8%	Shares	Sole	2025-01-30
2024-09-30	$1,363,262	10,096	+8.0%	Shares	Sole	2024-11-04
2024-06-30	$1,465,549	9,349	-0.4%	Shares	Sole	2024-07-29
2024-03-31	$1,601,413	9,382	+0.5%	Shares	Sole	2024-04-23
2023-12-31	$1,213,030	9,331	+21.4%	Shares	Sole	2024-02-09
2023-09-30	$1,088,899	7,684	+63.0%	Shares	Sole	2023-11-14
2023-06-30	$553,069	4,715	+1.2%	Shares	Sole	2023-08-14
2023-03-31	$650,117	4,657	+0.2%	Shares	Sole	2023-05-15
2022-12-31	$589,772	4,649	-3.0%	Shares	Sole	2023-02-07
2022-09-30	$512,025	4,792	+149.5%	Shares	Sole	2022-11-14
2022-06-30	$204,163	1,921	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.