Position in VLO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$709,178
+$40,827 QoQ
Shares Held
2,723
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,042
of 1,955 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Smith Salley Wealth Management holds $1,452,922 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
2,909 | $743,744 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
2,723 | $709,178 |
All Filings in VLO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,178 | 2,723 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $668,351 | 2,705 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $424,067 | 2,605 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $443,527 | 2,605 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $351,105 | 2,612 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $212,236 | 1,607 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $200,925 | 1,639 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $225,770 | 1,672 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $335,466 | 2,140 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $288,807 | 1,692 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $244,920 | 1,884 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $266,839 | 1,883 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $220,758 | 1,882 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $259,935 | 1,862 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $426,503 | 3,362 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $359,229 | 3,362 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $319,371 | 3,005 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $406,667 | 4,005 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $301,266 | 4,011 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $283,056 | 4,011 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $313,178 | 4,011 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||