UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1463217 IRVING, TX

Position in VLO

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$3,636,523

+$75,607 QoQ

Shares Held

13,963

-3.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#553

of 1,955 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $14,207,025 across 5 Oil & Gas Refining & Marketing names. VLO ranks #3 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	35,317	$5,970,338
2	MPC	Marathon Petroleum Corp	15,593	$3,986,662
3	VLO	Valero Energy Corp/Tx This page	13,963	$3,636,523
4	DINO	HF Sinclair Corp	5,355	$372,975
5	PBF	PBF Energy Inc.	5,284	$240,527

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,636,523	13,963	-3.1%	Shares	Defined	2026-08-17
2026-03-31	$3,560,916	14,412	+4.2%	Shares	Defined	2026-05-15
2025-12-31	$2,250,734	13,826	+0.2%	Shares	Defined	2026-02-17
2025-09-30	$2,348,736	13,795	+1.9%	Shares	Defined	2025-11-14
2025-06-30	$1,819,912	13,539	-3.5%	Shares	Defined	2025-08-11
2025-03-31	$1,852,149	14,024	+0.6%	Shares	Defined	2025-05-13
2024-12-31	$1,709,272	13,943	-2.7%	Shares	Defined	2025-02-13
2024-09-30	$1,934,709	14,328	+0.3%	Shares	Defined	2024-11-12
2024-06-30	$2,239,943	14,289	-2.7%	Shares	Defined	2024-08-14
2024-03-31	$2,507,606	14,691	-3.2%	Shares	Defined	2024-05-15
2023-12-31	$1,972,490	15,173	+105.5%	Shares	Defined	2024-02-14
2023-09-30	$1,046,528	7,385	+6.0%	Shares	Defined	2023-11-14
2023-06-30	$817,346	6,968	-15.2%	Shares	Defined	2023-08-14
2023-03-31	$1,147,372	8,219	-17.0%	Shares	Defined	2023-08-15
2022-12-31	$1,255,533	9,897	-20.1%	Shares	Defined	2023-02-15
2022-09-30	$1,323,123	12,383	+23.6%	Shares	Defined	2022-11-14
2022-06-30	$1,064,819	10,019	-10.6%	Shares	Defined	2022-08-11
2022-03-31	$1,138,568	11,213	-2.9%	Shares	Defined	2022-05-16
2021-12-31	$867,220	11,546	+60.1%	Shares	Defined	2022-02-14
2021-09-30	$508,950	7,212	-6.8%	Shares	Defined	2021-11-15
2021-06-30	$604,417	7,741	+7.6%	Shares	Defined	2021-08-13
2021-03-31	$514,947	7,192	+7.3%	Shares	Defined	2021-05-14
2020-12-31	$379,075	6,701	-41.9%	Shares	Defined	2021-02-17
2020-09-30	$499,566	11,532	+57.5%	Shares	Defined	2020-11-13
2020-06-30	$430,562	7,320	-92.2%	Shares	Defined	2020-08-13
2020-03-31	$4,239,481	93,463	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.