B. Riley Wealth Advisors, Inc.

Position in VLO — Valero Energy Corp/Tx

CIK 1464811 MEMPHIS, TN

Position in VLO

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$454,988

+$84,121 QoQ

Shares Held

1,747

+16.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,232

of 1,955 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $2,458,643 across 4 Oil & Gas Refining & Marketing names. VLO ranks #3 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	6,649	$1,124,013
2	SUN	Sunoco LP	9,441	$637,267
3	VLO	Valero Energy Corp/Tx This page	1,747	$454,988
4	MPC	Marathon Petroleum Corp	948	$242,375

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$454,988	1,747	+16.4%	Shares	Sole	2026-07-14
2026-03-31	$370,867	1,501	-22.9%	Shares	Sole	2026-04-27
2025-12-31	$317,114	1,948	+4.2%	Shares	Sole	2026-02-17
2025-09-30	$318,386	1,870	-17.0%	Shares	Sole	2025-10-31
2025-06-30	$302,848	2,253	-82.0%	Shares	Sole	2025-08-19
2024-12-31	$1,536,910	12,537	+8.0%	Shares	Sole	2025-02-25
2024-09-30	$1,566,888	11,604	-13.0%	Shares	Sole	2024-12-13
2024-06-30	$2,091,805	13,344	+16.4%	Shares	Sole	2024-08-19
2024-03-31	$1,956,790	11,464	+2.2%	Shares	Sole	2024-05-16
2023-12-31	$1,458,080	11,216	-2.2%	Shares	Sole	2024-03-15
2023-09-30	$1,624,563	11,464	-0.5%	Shares	Sole	2023-12-01
2023-06-30	$1,351,647	11,523	-3.9%	Shares	Sole	2023-07-27
2023-03-31	$1,673,106	11,985	-5.9%	Shares	Sole	2023-05-17
2022-12-31	$1,614,927	12,730	+8.6%	Shares	Sole	2023-03-15
2022-09-30	$1,252,068	11,718	+21.3%	Shares	Other	2022-11-22
2022-06-30	$1,026,345	9,657	-9.8%	Shares	Other	2022-08-12
2022-03-31	$1,086,681	10,702	-20.1%	Shares	Other	2022-05-02
2021-12-31	$1,006,248	13,397	+10.1%	Shares	Other	2022-01-28
2021-09-30	$858,484	12,165	+60.2%	Shares	Other	2021-11-16
2021-06-30	$593,017	7,595	+50.9%	Shares	Other	2021-08-10
2021-03-31	$360,291	5,032	-9.5%	Shares	Other	2021-05-13
2020-12-31	$314,585	5,561	-47.2%	Shares	Other	2021-02-04
2020-09-30	$456,116	10,529	-50.9%	Shares	Other	2020-11-09
2020-06-30	$1,260,805	21,435	+0.9%	Shares	Other	2020-07-31
2020-03-31	$964,081	21,254	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.