Johnson Financial Group, Inc.

Position in VLO — Valero Energy Corp/Tx

CIK 1477024 RACINE, WI

Position in VLO

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

Position Value

$2,541,894

+$2,414,402 QoQ

Shares Held

9,760

+1791.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#629

of 1,955 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Energy · as of Jun 30, 2026

Johnson Financial Group, Inc. holds $2,926,072 across 5 Oil & Gas Refining & Marketing names. VLO ranks #1 (86.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	9,760	$2,541,894
2	MPC	Marathon Petroleum Corp	550	$140,618
3	DINO	HF Sinclair Corp	1,300	$90,545
4	SUN	Sunoco LP	1,200	$81,000
5	PSX	Phillips 66	426	$72,015

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,541,894	9,760	+1791.5%	Shares	Defined	2026-08-10
2026-03-31	$127,492	516	0.0%	Shares	Defined	2026-05-07
2025-12-31	$83,998	516	-29.8%	Shares	Defined	2026-02-12
2025-09-30	$125,141	735	-86.8%	Shares	Defined	2025-11-13
2025-06-30	$748,315	5,567	-21.9%	Shares	Defined	2025-08-13
2025-03-31	$941,262	7,127	+27.5%	Shares	Defined	2025-05-15
2024-12-31	$685,278	5,590	-16.3%	Shares	Defined	2025-02-14
2024-09-30	$901,459	6,676	+89.7%	Shares	Defined	2024-11-13
2024-06-30	$551,637	3,519	+15.7%	Shares	Defined	2024-08-14
2024-03-31	$519,238	3,042	+11.6%	Shares	Defined	2024-05-14
2023-12-31	$354,510	2,727	+174.3%	Shares	Defined	2024-02-09
2023-09-30	$140,859	994	-11.3%	Shares	Defined	2023-11-14
2023-06-30	$131,493	1,121	0.0%	Shares	Defined	2023-08-14
2023-03-31	$156,491	1,121	+393.8%	Shares	Defined	2023-05-12
2022-12-31	$28,797	227	0.0%	Shares	Defined	2023-02-13
2022-09-30	$24,254	227	-72.5%	Shares	Defined	2022-11-14
2022-06-30	$87,574	824	0.0%	Shares	Defined	2022-08-15
2022-03-31	$83,668	824	-53.6%	Shares	Defined	2022-05-16
2021-12-31	$133,245	1,774	-10.4%	Shares	Defined	2022-02-14
2021-09-30	$139,658	1,979	-24.6%	Shares	Defined	2021-11-12
2021-06-30	$204,881	2,624	-83.9%	Shares	Defined	2021-08-13
2021-03-31	$1,169,228	16,330	+3.4%	Shares	Defined	2021-05-14
2020-12-31	$893,692	15,798	-2.8%	Shares	Defined	2021-02-12
2020-09-30	$704,209	16,256	+57.0%	Shares	Defined	2020-11-12
2020-06-30	$609,139	10,356	-54.9%	Shares	Defined	2020-08-11
2020-03-31	$1,040,694	22,943	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.