Evercore Wealth Management, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1482689 New York, NY

Position in VLO

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

Position Value

$293,255

+$12,573 QoQ

Shares Held

1,126

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,434

of 1,955 holders

Holding Since

Jun 2022

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $2,953,094 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	11,457	$1,936,805
2	MPC	Marathon Petroleum Corp	2,828	$723,034
3	VLO	Valero Energy Corp/Tx This page	1,126	$293,255

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,255	1,126	-0.9%	Shares	Sole	2026-08-14
2026-03-31	$280,682	1,136	-89.7%	Shares	Sole	2026-05-15
2022-06-30	$1,169,611	11,005	—	Shares	Defined	2022-08-15
No filing history on record for this holder in this stock.