PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in VLO — Valero Energy Corp/Tx

CIK 12600 DES MOINES, IA

Position in VLO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,648,503

+$90,057 QoQ

Shares Held

14,009

-2.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#552

of 1,955 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $8,433,882 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (43.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	14,009	$3,648,503
2	MPC	Marathon Petroleum Corp	11,094	$2,836,402
3	PSX	Phillips 66	11,529	$1,948,977

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,648,503	14,009	-2.7%	Shares	Sole	2026-08-04
2026-03-31	$3,558,446	14,402	+19.5%	Shares	Sole	2026-05-13
2025-12-31	$1,961,456	12,049	+51.4%	Shares	Sole	2026-02-12
2025-09-30	$1,355,269	7,960	+13.1%	Shares	Sole	2025-11-12
2025-06-30	$945,644	7,035	+14.5%	Shares	Sole	2025-08-11
2025-03-31	$811,173	6,142	0.0%	Shares	Sole	2025-04-30
2024-12-31	$752,947	6,142	-30.6%	Shares	Sole	2025-01-30
2024-09-30	$1,194,610	8,847	-5.3%	Shares	Sole	2024-10-28
2024-06-30	$1,463,824	9,338	+31.5%	Shares	Sole	2024-07-31
2024-03-31	$1,211,899	7,100	+12.9%	Shares	Sole	2024-05-10
2023-12-31	$817,830	6,291	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.