Baldwin Investment Management, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1346378
WEST CONSHOHOCKEN, PA
Position in VLO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$250,022
+$12,826 QoQ
Shares Held
960
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,535
of 1,955 holders
Holding Since
Mar 2024
3 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, 2026Baldwin Investment Management, LLC holds $689,552 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
2,600 | $439,530 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
960 | $250,022 |
All Filings in VLO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,022 | 960 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $237,196 | 960 | Shares | Sole | 2026-05-12 | |
| 2024-03-31 | $215,069 | 1,260 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||