MONETA GROUP INVESTMENT ADVISORS LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1120927
ST LOUIS, MO
Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$451,082
+$21,905 QoQ
Shares Held
1,732
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,238
of 1,955 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $3,540,319 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (12.7% of the industry book) .
All Filings in VLO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,082 | 1,732 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $429,177 | 1,737 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $262,905 | 1,615 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $361,461 | 2,123 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $236,310 | 1,758 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $238,782 | 1,808 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $227,017 | 1,330 | Shares | Sole | 2024-08-13 | |
| 2023-03-31 | $226,850 | 1,625 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||