Roundview Capital LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1476804 PRINCETON, NJ

Position in VLO

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

Position Value

$4,048,539

+$233,624 QoQ

Shares Held

15,545

+0.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#527

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

Roundview Capital LLC holds $5,122,524 across 4 Oil & Gas Refining & Marketing names. VLO ranks #1 (79.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	15,545	$4,048,539
2	PSX	Phillips 66	3,075	$519,828
3	MPC	Marathon Petroleum Corp	1,240	$317,030
4	SUN	Sunoco LP	3,513	$237,127

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,048,539	15,545	+0.7%	Shares	Sole	2026-07-30
2026-03-31	$3,814,915	15,440	-3.9%	Shares	Sole	2026-05-08
2025-12-31	$2,614,732	16,062	+0.2%	Shares	Sole	2026-02-09
2025-09-30	$2,728,586	16,026	+2.4%	Shares	Sole	2025-11-12
2025-06-30	$2,103,000	15,645	-2.6%	Shares	Sole	2025-07-23
2025-03-31	$2,121,704	16,065	-1.0%	Shares	Sole	2025-05-06
2024-12-31	$1,989,758	16,231	-0.2%	Shares	Sole	2025-02-12
2024-09-30	$2,196,397	16,266	+3.7%	Shares	Sole	2024-11-14
2024-06-30	$2,460,034	15,693	-3.7%	Shares	Sole	2024-08-09
2024-03-31	$2,782,588	16,302	-1.6%	Shares	Sole	2024-05-06
2023-12-31	$2,152,670	16,559	-3.8%	Shares	Sole	2024-02-12
2023-09-30	$2,440,529	17,222	-10.5%	Shares	Sole	2023-11-13
2023-06-30	$2,256,148	19,234	+0.9%	Shares	Sole	2023-08-09
2023-03-31	$2,659,798	19,053	+0.9%	Shares	Sole	2023-05-09
2022-12-31	$2,396,131	18,888	+0.5%	Shares	Sole	2023-02-13
2022-09-30	$2,008,886	18,801	-15.7%	Shares	Sole	2022-11-10
2022-06-30	$2,369,937	22,299	-3.2%	Shares	Sole	2022-08-11
2022-03-31	$2,338,161	23,027	-5.3%	Shares	Sole	2022-05-17
2021-12-31	$1,825,548	24,305	+0.9%	Shares	Sole	2022-02-10
2021-09-30	$1,700,384	24,095	-14.0%	Shares	Sole	2021-11-10
2021-06-30	$2,188,113	28,024	-2.9%	Shares	Sole	2021-08-10
2021-03-31	$2,067,163	28,871	+18.8%	Shares	Sole	2021-05-14
2020-12-31	$1,374,820	24,303	-15.7%	Shares	Sole	2021-02-08
2020-09-30	$1,249,435	28,842	-20.4%	Shares	Sole	2020-11-05
2020-06-30	$2,132,283	36,251	+11.0%	Shares	Sole	2020-08-13
2020-03-31	$1,481,502	32,661	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.