J.W. COLE ADVISORS, INC.

Position in VLO — Valero Energy Corp/Tx

CIK 1404763 TAMPA, FL

Position in VLO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,732,015

+$79,859 QoQ

Shares Held

10,490

-2.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#144

of 718 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $17,808,361 across 4 Oil & Gas Refining & Marketing names. VLO ranks #3 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	52,353	$8,850,274
2	SUN	Sunoco LP	59,126	$3,991,005
3	VLO	Valero Energy Corp/Tx This page	10,490	$2,732,015
4	MPC	Marathon Petroleum Corp	8,742	$2,235,067

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,732,015	10,490	-2.3%	Shares	Sole	2026-07-21
2026-03-31	$2,652,156	10,734	-1.5%	Shares	Sole	2026-04-23
2025-12-31	$1,774,736	10,902	+6.4%	Shares	Sole	2026-02-11
2025-09-30	$1,745,165	10,250	-3.0%	Shares	Sole	2025-11-05
2025-06-30	$1,420,953	10,571	+26.3%	Shares	Sole	2025-08-12
2025-03-31	$1,105,690	8,372	+222.9%	Shares	Sole	2025-05-05
2024-12-31	$317,875	2,593	+2.4%	Shares	Sole	2025-01-31
2024-09-30	$341,895	2,532	-9.1%	Shares	Sole	2024-10-24
2024-06-30	$436,890	2,787	-24.2%	Shares	Sole	2024-08-08
2024-03-31	$627,285	3,675	+4.9%	Shares	Sole	2024-04-30
2023-12-31	$455,650	3,505	+7.3%	Shares	Sole	2024-01-31
2023-09-30	$462,824	3,266	-0.4%	Shares	Sole	2023-10-24
2023-06-30	$384,509	3,278	-25.2%	Shares	Sole	2023-07-27
2023-03-31	$611,587	4,381	+15.1%	Shares	Sole	2023-05-03
2022-12-31	$482,829	3,806	+8.6%	Shares	Sole	2023-02-14
2022-09-30	$374,616	3,506	-6.4%	Shares	Sole	2022-10-31
2022-06-30	$398,124	3,746	+80.4%	Shares	Sole	2022-07-27
2022-03-31	$210,797	2,076	-69.0%	Shares	Sole	2022-06-10
2020-09-30	$290,503	6,706	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.