First National Bank of Mount Dora, Trust Investment Services

Bank

Position in VLO — Valero Energy Corp/Tx

CIK 1423045 Mount Dora, FL

Back to VLO Full portfolio

Position in VLO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$4,620,986

+$184,913 QoQ

Shares Held

17,743

-1.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#497

of 1,955 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 4% None 1%

Common Shares in VLO Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

First National Bank of Mount Dora, Trust Investment Services holds $6,328,031 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (73.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	17,743	$4,620,986
2	PSX	Phillips 66	6,512	$1,100,852
3	MPC	Marathon Petroleum Corp	2,371	$606,193

All Filings in VLO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,620,986	17,743	-1.2%	Shares	Sole	2026-07-08
2026-03-31	$4,436,073	17,954	+245.0%	Shares	Sole	2026-06-08
2025-12-31	$847,158	5,204	-0.4%	Shares	Sole	2026-06-08
2025-09-30	$889,949	5,227	-31.0%	Shares	Sole	2026-06-08
2025-06-30	$1,018,634	7,578	-9.1%	Shares	Sole	2025-07-29
2025-03-31	$1,101,595	8,341	-71.7%	Shares	Sole	2025-04-15
2024-12-31	$3,616,894	29,504	+2.5%	Shares	Sole	2025-01-15
2024-09-30	$3,887,107	28,787	+8.4%	Shares	Sole	2024-10-30
2024-06-30	$4,163,858	26,562	+10.9%	Shares	Sole	2024-07-11
2024-03-31	$4,089,390	23,958	+1.2%	Shares	Sole	2024-04-10
2023-12-31	$3,076,450	23,665	+3.1%	Shares	Sole	2024-01-05
2023-09-30	$3,251,251	22,943	+0.5%	Shares	Sole	2023-10-10
2023-06-30	$2,676,668	22,819	+14.0%	Shares	Sole	2023-07-07
2023-03-31	$2,794,232	20,016	+11.8%	Shares	Sole	2023-04-12
2022-12-31	$2,270,412	17,897	-4.1%	Shares	Sole	2023-01-05
2022-09-30	$1,993,500	18,657	+117.7%	Shares	Sole	2022-10-06
2022-06-30	$911,031	8,572	-13.1%	Shares	Sole	2022-07-13
2022-03-31	$1,002,098	9,869	-11.7%	Shares	Sole	2022-04-06
2021-12-31	$839,053	11,171	-7.7%	Shares	Sole	2022-01-10
2021-09-30	$853,967	12,101	-22.1%	Shares	Sole	2021-10-06
2021-06-30	$1,213,206	15,538	-29.8%	Shares	Sole	2021-07-02
2021-03-31	$1,583,863	22,121	-63.0%	Shares	Sole	2021-04-05
2020-12-31	$3,378,925	59,730	+2.1%	Shares	Sole	2021-01-06
2020-09-30	$2,534,306	58,502	+5.2%	Shares	Sole	2020-10-08
2020-06-30	$3,271,685	55,622	-16.9%	Shares	Sole	2020-07-08
2020-03-31	$3,036,307	66,938	—	Shares	Sole	2020-04-03
No filing history on record for this holder in this stock.