Essex Financial Services, Inc.

Position in VLO — Valero Energy Corp/Tx

CIK 1315785 ESSEX, CT

Position in VLO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$840,700

+$51,527 QoQ

Shares Held

3,228

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#973

of 1,955 holders

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Essex Financial Services, Inc. holds $2,725,386 across 4 Oil & Gas Refining & Marketing names. VLO ranks #2 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	6,401	$1,082,089
2	VLO	Valero Energy Corp/Tx This page	3,228	$840,700
3	MPC	Marathon Petroleum Corp	2,098	$536,395
4	DINO	HF Sinclair Corp	3,822	$266,202

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$840,700	3,228	+1.1%	Shares	Sole	2026-08-10
2026-03-31	$789,173	3,194	-15.8%	Shares	Sole	2026-04-24
2025-12-31	$617,625	3,794	+5.3%	Shares	Sole	2026-02-10
2025-09-30	$613,617	3,604	-3.7%	Shares	Defined	2025-11-07
2025-06-30	$503,134	3,743	-15.9%	Shares	Defined	2025-07-16
2025-03-31	$587,843	4,451	-1.7%	Shares	Defined	2025-04-25
2024-12-31	$554,842	4,526	+40.8%	Shares	Defined	2025-01-29
2024-09-30	$433,986	3,214	-10.7%	Shares	Defined	2024-10-24
2024-06-30	$564,492	3,601	+29.0%	Shares	Defined	2024-08-09
2024-03-31	$476,566	2,792	-7.9%	Shares	Sole	2024-04-24
2023-12-31	$394,290	3,033	+21.9%	Shares	Sole	2024-02-06
2023-09-30	$352,716	2,489	-1.1%	Shares	Sole	2023-11-15
2023-06-30	$295,244	2,517	-45.1%	Shares	Sole	2023-08-09
2023-03-31	$639,786	4,583	+1.3%	Shares	Sole	2023-05-11
2022-12-31	$573,660	4,522	+12.7%	Shares	Sole	2023-02-10
2022-09-30	$428,789	4,013	-30.8%	Shares	Sole	2022-11-07
2022-06-30	$616,530	5,801	+119.2%	Shares	Sole	2022-08-01
2022-03-31	$268,776	2,647	-1.6%	Shares	Sole	2022-04-21
2021-12-31	$202,121	2,691	-4.2%	Shares	Sole	2022-02-11
2021-06-30	$219,248	2,808	0.0%	Shares	Sole	2021-07-30
2021-03-31	$201,052	2,808	-26.4%	Shares	Sole	2021-05-11
2020-06-30	$224,398	3,815	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.