Forvis Mazars Wealth Advisors, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1352864 Springfield, MO

Position in VLO

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

Position Value

$8,509,095

+$557,567 QoQ

Shares Held

32,672

+1.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#375

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

Forvis Mazars Wealth Advisors, LLC holds $10,117,138 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (84.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	32,672	$8,509,095
2	MPC	Marathon Petroleum Corp	3,328	$850,869
3	PSX	Phillips 66	4,479	$757,174

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,509,095	32,672	+1.5%	Shares	Sole	2026-08-10
2026-03-31	$7,951,528	32,182	-1.4%	Shares	Sole	2026-05-01
2025-12-31	$5,311,512	32,628	-1.4%	Shares	Sole	2026-02-10
2025-09-30	$5,632,881	33,084	+2.7%	Shares	Sole	2025-10-30
2025-06-30	$4,332,222	32,229	+7.0%	Shares	Sole	2025-07-29
2025-03-31	$3,977,023	30,113	-3.6%	Shares	Sole	2025-05-13
2024-12-31	$3,828,976	31,234	-0.9%	Shares	Sole	2025-02-04
2024-09-30	$4,254,930	31,511	-1.4%	Shares	Sole	2024-11-14
2024-06-30	$5,010,363	31,962	+0.6%	Shares	Sole	2024-08-09
2024-03-31	$5,421,967	31,765	+2.2%	Shares	Sole	2024-04-19
2023-12-31	$4,042,480	31,096	+11.0%	Shares	Sole	2024-01-11
2023-09-30	$3,970,147	28,016	-21.5%	Shares	Sole	2023-10-26
2023-06-30	$4,185,498	35,682	+26.8%	Shares	Sole	2023-08-08
2023-03-31	$3,927,087	28,131	+4.8%	Shares	Sole	2023-04-27
2022-12-31	$3,405,302	26,843	+1.4%	Shares	Sole	2023-02-03
2022-09-30	$2,828,640	26,473	+2.0%	Shares	Sole	2022-10-14
2022-06-30	$2,758,709	25,957	-2.7%	Shares	Sole	2022-07-22
2022-03-31	$2,707,462	26,664	+6.8%	Shares	Sole	2022-05-10
2021-12-31	$1,875,496	24,970	+2.7%	Shares	Sole	2022-01-14
2021-09-30	$1,715,768	24,313	+4.4%	Shares	Sole	2021-10-14
2021-06-30	$1,818,873	23,295	-5.5%	Shares	Sole	2021-07-14
2021-03-31	$1,765,369	24,656	-19.6%	Shares	Sole	2021-04-23
2020-12-31	$1,734,662	30,664	+9.7%	Shares	Sole	2021-01-22
2020-09-30	$1,210,664	27,947	+13.0%	Shares	Sole	2020-11-05
2020-06-30	$1,454,559	24,729	+27.7%	Shares	Sole	2020-07-15
2020-03-31	$878,396	19,365	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.