Choate Investment Advisors

Position in VLO — Valero Energy Corp/Tx

CIK 1399794 BOSTON, MA

Position in VLO

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

Position Value

$733,138

+$41,562 QoQ

Shares Held

2,815

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,029

of 1,955 holders

Holding Since

Sep 2023

6 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Energy · as of Jun 30, 2026

Choate Investment Advisors holds $4,290,948 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	12,863	$3,288,683
2	VLO	Valero Energy Corp/Tx This page	2,815	$733,138
3	PSX	Phillips 66	1,592	$269,127

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$733,138	2,815	+0.6%	Shares	Sole	2026-08-11
2026-03-31	$691,576	2,799	+128.3%	Shares	Sole	2026-05-13
2025-09-30	$208,738	1,226	-17.6%	Shares	Sole	2025-11-10
2024-03-31	$253,816	1,487	-22.3%	Shares	Sole	2024-05-07
2023-12-31	$248,690	1,913	+33.4%	Shares	Sole	2024-02-14
2023-09-30	$203,212	1,434	—	Shares	Sole	2023-10-30
No filing history on record for this holder in this stock.