Transamerica Financial Advisors, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1502149
CEDAR RAPIDS, IA
Position in VLO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$912,581
-$96,740 QoQ
Shares Held
3,504
-14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#946
of 1,951 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $1,807,034 across 7 Oil & Gas Refining & Marketing names. VLO ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
3,504 | $912,581 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,662 | $424,923 | |
| 3 | PSX |
Phillips 66
|
2,310 | $390,505 | |
| 4 | WKC |
World Kinect Corp
|
2,186 | $72,006 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
108 | $6,056 | |
| 6 | PBF |
PBF Energy Inc.
|
12 | $546 | |
| 7 | DINO |
HF Sinclair Corp
|
6 | $417 |
All Filings in VLO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $912,581 | 3,504 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,009,321 | 4,085 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $741,834 | 4,557 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $889,438 | 5,224 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $886,768 | 6,597 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $886,189 | 6,710 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $170,154 | 1,388 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $186,746 | 1,383 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $145,786 | 930 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $158,741 | 930 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $127,140 | 978 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $163,533 | 1,154 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $134,191 | 1,144 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $649,838 | 4,655 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $160,351 | 1,264 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $543,652 | 5,088 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $977,244 | 9,195 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $197,164 | 3,352 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||