Bragg Financial Advisors, Inc

Position in VLO — Valero Energy Corp/Tx

CIK 1327055 CHARLOTTE, NC

Position in VLO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,725,854

+$10,513 QoQ

Shares Held

14,306

-4.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#545

of 1,955 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Bragg Financial Advisors, Inc holds $5,814,064 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (64.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	14,306	$3,725,854
2	PSX	Phillips 66	10,202	$1,724,648
3	MPC	Marathon Petroleum Corp	1,422	$363,562

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,725,854	14,306	-4.9%	Shares	Sole	2026-08-12
2026-03-31	$3,715,341	15,037	-0.1%	Shares	Sole	2026-05-15
2025-12-31	$2,449,501	15,047	-4.6%	Shares	Sole	2026-02-13
2025-09-30	$2,685,000	15,770	-3.4%	Shares	Sole	2025-11-13
2025-06-30	$2,193,599	16,319	-1.4%	Shares	Sole	2025-08-14
2025-03-31	$2,185,758	16,550	-2.1%	Shares	Sole	2025-05-14
2024-12-31	$2,071,771	16,900	-2.6%	Shares	Sole	2025-02-13
2024-09-30	$2,343,445	17,355	-2.7%	Shares	Sole	2024-11-14
2024-06-30	$2,796,128	17,837	-3.1%	Shares	Sole	2024-08-15
2024-03-31	$3,142,232	18,409	-1.5%	Shares	Sole	2024-05-14
2023-12-31	$2,429,830	18,691	-3.5%	Shares	Sole	2024-02-14
2023-09-30	$2,744,639	19,368	-2.1%	Shares	Sole	2023-11-14
2023-06-30	$2,321,015	19,787	-4.5%	Shares	Sole	2023-08-15
2023-03-31	$2,893,489	20,727	-1.6%	Shares	Sole	2023-05-15
2022-12-31	$2,672,432	21,066	0.0%	Shares	Sole	2023-02-15
2022-09-30	$2,250,902	21,066	-1.4%	Shares	Sole	2022-11-14
2022-06-30	$2,271,416	21,372	-0.6%	Shares	Sole	2022-08-15
2022-03-31	$2,182,805	21,497	-4.5%	Shares	Sole	2022-05-11
2021-12-31	$1,691,326	22,518	0.0%	Shares	Sole	2022-02-14
2021-09-30	$1,589,095	22,518	-0.9%	Shares	Sole	2021-11-15
2021-06-30	$1,773,352	22,712	-4.2%	Shares	Sole	2021-08-16
2021-03-31	$1,697,421	23,707	+2.9%	Shares	Sole	2021-05-14
2020-12-31	$1,303,259	23,038	-11.6%	Shares	Sole	2021-02-11
2020-09-30	$1,128,615	26,053	-10.8%	Shares	Sole	2020-11-13
2020-06-30	$1,717,838	29,205	-13.4%	Shares	Sole	2020-08-14
2020-03-31	$1,530,537	33,742	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.