Institute for Wealth Management, LLC.

Position in VLO — Valero Energy Corp/Tx

CIK 1533954 DENVER, CO

Position in VLO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,150,363

+$32,326 QoQ

Shares Held

4,417

-2.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#872

of 1,955 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $5,221,053 across 5 Oil & Gas Refining & Marketing names. VLO ranks #2 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	11,455	$2,928,699
2	VLO	Valero Energy Corp/Tx This page	4,417	$1,150,363
3	PSX	Phillips 66	6,553	$1,107,784
4	PBF	PBF Energy Inc.	750	$34,140
5	SUN	Sunoco LP	1	$67

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,150,363	4,417	-2.4%	Shares	Sole	2026-07-28
2026-03-31	$1,118,037	4,525	-0.2%	Shares	Sole	2026-05-14
2025-12-31	$738,252	4,535	+0.1%	Shares	Sole	2026-01-27
2025-09-30	$771,618	4,532	0.0%	Shares	Sole	2025-10-17
2025-06-30	$609,191	4,532	0.0%	Shares	Sole	2025-07-18
2025-03-31	$598,541	4,532	0.0%	Shares	Sole	2025-04-21
2024-12-31	$555,577	4,532	-0.5%	Shares	Sole	2025-01-23
2024-09-30	$615,331	4,557	0.0%	Shares	Sole	2024-11-12
2024-06-30	$714,355	4,557	+0.5%	Shares	Sole	2024-07-25
2024-03-31	$773,908	4,534	+1.5%	Shares	Sole	2024-04-30
2023-12-31	$580,970	4,469	-0.5%	Shares	Sole	2024-01-31
2023-09-30	$636,419	4,491	-0.9%	Shares	Sole	2023-10-13
2023-06-30	$531,369	4,530	0.0%	Shares	Sole	2023-07-25
2023-03-31	$632,388	4,530	-1.4%	Shares	Sole	2023-04-20
2022-12-31	$582,921	4,595	+1.5%	Shares	Sole	2023-02-02
2022-09-30	$483,816	4,528	-61.0%	Shares	Sole	2022-10-18
2022-06-30	$1,232,848	11,600	-30.0%	Shares	Sole	2022-07-25
2022-03-31	$1,682,517	16,570	+269.0%	Shares	Sole	2022-04-29
2021-12-31	$337,319	4,491	-0.6%	Shares	Sole	2022-01-21
2021-09-30	$318,694	4,516	0.0%	Shares	Sole	2021-11-15
2021-06-30	$352,609	4,516	-1.3%	Shares	Sole	2021-07-21
2021-03-31	$327,713	4,577	-1.7%	Shares	Sole	2021-05-04
2020-12-31	$263,276	4,654	-25.8%	Shares	Sole	2021-02-01
2020-09-30	$271,746	6,273	-16.3%	Shares	Sole	2020-11-03
2020-06-30	$440,855	7,495	+1.0%	Shares	Sole	2020-07-30
2020-03-31	$336,752	7,424	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.