WBI INVESTMENTS, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1397424 RED BANK, NJ

Position in VLO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$573,488

-$855,090 QoQ

Shares Held

2,202

-78.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,133

of 1,955 holders

Holding Since

Mar 2020

6 quarters on record

Voting authority Sole 41% Shared 59% None 0%

Energy · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $1,527,355 across 4 Oil & Gas Refining & Marketing names. VLO ranks #1 (37.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	2,202	$573,488
2	DINO	HF Sinclair Corp	5,112	$356,050
3	PSX	Phillips 66	2,030	$343,170
4	MPC	Marathon Petroleum Corp	996	$254,647

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$573,488	2,202	-78.2%	Shares	Defined	2026-08-11
2023-09-30	$1,428,578	10,081	+45.5%	Shares	Sole	2023-11-09
2022-12-31	$878,886	6,928	-88.3%	Shares	Sole	2023-02-13
2020-12-31	$3,346,794	59,162	+135.8%	Shares	Defined	2021-02-04
2020-06-30	$1,476,028	25,094	+152.2%	Shares	Defined	2020-08-11
2020-03-31	$451,422	9,952	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.