SFMG, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1512026 PLANO, TX

Position in VLO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$467,750

+$91,201 QoQ

Shares Held

1,796

+17.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,219

of 1,964 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

SFMG, LLC holds $2,249,344 across 4 Oil & Gas Refining & Marketing names. VLO ranks #4 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	4,265	$720,998
2	SUN	Sunoco LP	8,300	$560,250
3	MPC	Marathon Petroleum Corp	1,957	$500,346
4	VLO	Valero Energy Corp/Tx This page	1,796	$467,750

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$467,750	1,796	+17.8%	Shares	Sole	2026-08-13
2026-03-31	$376,549	1,524	-40.5%	Shares	Sole	2026-05-12
2025-12-31	$416,742	2,560	+5.6%	Shares	Sole	2026-02-10
2025-09-30	$412,710	2,424	0.0%	Shares	Sole	2025-11-13
2025-06-30	$325,834	2,424	-0.3%	Shares	Sole	2025-08-12
2025-03-31	$321,062	2,431	+9.0%	Shares	Sole	2025-05-09
2024-12-31	$273,498	2,231	-13.9%	Shares	Sole	2025-02-11
2024-09-30	$349,997	2,592	+0.6%	Shares	Sole	2024-11-25
2024-06-30	$403,813	2,576	0.0%	Shares	Sole	2024-08-14
2024-03-31	$439,697	2,576	-0.0%	Shares	Sole	2024-05-07
2023-12-31	$335,010	2,577	-3.7%	Shares	Sole	2024-01-30
2023-09-30	$379,215	2,676	-5.4%	Shares	Sole	2023-11-06
2023-06-30	$331,724	2,828	-13.7%	Shares	Sole	2023-08-14
2023-03-31	$457,608	3,278	+31.2%	Shares	Sole	2023-05-01
2022-12-31	$317,023	2,499	+16.9%	Shares	Sole	2023-01-25
2022-09-30	$228,445	2,138	+0.1%	Shares	Sole	2022-10-20
2022-06-30	$226,907	2,135	0.0%	Shares	Sole	2022-08-08
2022-03-31	$216,787	2,135	—	Shares	Sole	2022-04-21
No filing history on record for this holder in this stock.