Position in VLO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$370,085
+$18,985 QoQ
Shares Held
1,421
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,336
of 1,955 holders
Holding Since
Sep 2025
4 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, 2026Obermeyer Wealth Partners holds $916,961 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
3,235 | $546,876 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
1,421 | $370,085 |
All Filings in VLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,085 | 1,421 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $351,100 | 1,421 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $231,324 | 1,421 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $239,385 | 1,406 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||