IMA Advisory Services, Inc.

Position in VLO — Valero Energy Corp/Tx

CIK 1455495 DENVER, CO

Position in VLO

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

Position Value

$5,455,697

-$65,799 QoQ

Shares Held

20,948

-6.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#459

of 1,955 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

IMA Advisory Services, Inc. holds $5,579,429 across 4 Oil & Gas Refining & Marketing names. VLO ranks #1 (97.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	20,948	$5,455,697
2	MPC	Marathon Petroleum Corp	464	$118,630
3	PSX	Phillips 66	20	$3,381
4	UGP	Ultrapar Holdings Inc	343	$1,721

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,455,697	20,948	-6.3%	Shares	Sole	2026-08-10
2026-03-31	$5,521,496	22,347	-9.7%	Shares	Sole	2026-05-06
2025-12-31	$4,027,587	24,741	-1.9%	Shares	Sole	2026-02-11
2025-09-30	$4,292,084	25,209	-1.0%	Shares	Sole	2025-11-06
2025-06-30	$3,422,198	25,459	+1.9%	Shares	Sole	2025-08-08
2025-03-31	$3,298,184	24,973	-6.6%	Shares	Sole	2025-05-06
2024-12-31	$3,277,321	26,734	-1.5%	Shares	Sole	2025-02-14
2024-09-30	$3,665,794	27,148	+1.9%	Shares	Sole	2024-11-14
2024-06-30	$4,177,183	26,647	-2.2%	Shares	Sole	2024-08-06
2024-03-31	$4,648,571	27,234	-11.0%	Shares	Sole	2024-04-24
2023-12-31	$3,976,180	30,586	-12.2%	Shares	Sole	2024-02-05
2023-09-30	$4,937,459	34,842	-1.9%	Shares	Sole	2023-11-28
2023-06-30	$4,168,138	35,534	-11.6%	Shares	Sole	2023-08-15
2023-03-31	$5,611,920	40,200	-1.2%	Shares	Sole	2023-05-16
2022-12-31	$5,160,157	40,676	-10.8%	Shares	Sole	2023-02-16
2022-09-30	$4,874,817	45,623	-4.8%	Shares	Sole	2022-11-15
2022-06-30	$5,091,768	47,909	-2.9%	Shares	Sole	2022-08-18
2022-03-31	$5,008,866	49,329	-12.1%	Shares	Sole	2022-06-13
2021-12-31	$4,213,370	56,096	-2.1%	Shares	Sole	2022-02-14
2021-09-30	$4,042,320	57,281	-3.2%	Shares	Sole	2021-11-03
2021-06-30	$4,620,774	59,180	-2.4%	Shares	Sole	2021-08-13
2021-03-31	$4,342,969	60,656	-2.5%	Shares	Sole	2021-05-13
2020-12-31	$3,519,615	62,217	+63.4%	Shares	Sole	2021-02-08
2020-09-30	$1,649,235	38,071	+12675.5%	Shares	Sole	2020-11-16
2020-06-30	$17,528	298	0.0%	Shares	Sole	2020-08-13
2020-03-31	$13,517	298	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.