EVERGREEN CAPITAL MANAGEMENT LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1260824 Bellevue, WA

Position in VLO

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

Position Value

$305,756

-$16,929 QoQ

Shares Held

1,174

-10.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,409

of 1,955 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 10% Shared 90% None 0%

Energy · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $4,181,850 across 6 Oil & Gas Refining & Marketing names. VLO ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	9,160	$1,548,497
2	MPC	Marathon Petroleum Corp	3,676	$939,842
3	DINO	HF Sinclair Corp	10,727	$747,134
4	PBF	PBF Energy Inc.	7,948	$361,792
5	VLO	Valero Energy Corp/Tx This page	1,174	$305,756
6	PARR	Par Pacific Holdings, Inc.	4,972	$278,829

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$305,756	1,174	-10.1%	Shares	Sole	2026-07-23
2026-03-31	$322,685	1,306	-24.9%	Shares	Other	2026-05-14
2025-09-30	$296,252	1,740	—	Shares	Other	2025-10-28
No filing history on record for this holder in this stock.