Community Financial Services Group, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1537319 NEWPORT, VT

Position in VLO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,509,688

+$78,736 QoQ

Shares Held

13,476

-3.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#566

of 1,964 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Energy · as of Jun 30, 2026

Community Financial Services Group, LLC holds $3,604,862 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (97.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VLO	Valero Energy Corp/Tx This page	13,476	$3,509,688
2	PSX	Phillips 66	563	$95,174

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,509,688	13,476	-3.0%	Shares	Defined	2026-07-09
2026-03-31	$3,430,952	13,886	+24.6%	Shares	Defined	2026-04-08
2025-12-31	$1,813,805	11,142	-4.0%	Shares	Sole	2026-01-15
2025-09-30	$1,976,207	11,607	-4.1%	Shares	Sole	2025-10-21
2025-06-30	$1,626,481	12,100	-17.6%	Shares	Sole	2025-07-18
2025-03-31	$1,940,107	14,690	-25.3%	Shares	Sole	2025-04-23
2024-12-31	$2,409,996	19,659	-16.9%	Shares	Sole	2025-01-29
2024-09-30	$3,194,404	23,657	-5.7%	Shares	Sole	2024-10-21
2024-06-30	$3,931,697	25,081	-10.3%	Shares	Sole	2024-07-25
2024-03-31	$4,773,174	27,964	-65.4%	Shares	Sole	2024-04-23
2023-09-30	$11,460,653	80,874	-7.4%	Shares	Sole	2023-11-07
2021-12-31	$6,562,284	87,369	+1.7%	Shares	Sole	2022-03-10
2021-09-30	$6,061,044	85,887	+1.5%	Shares	Other	2021-11-09
2021-06-30	$6,605,411	84,598	+0.5%	Shares	Sole	2021-07-23
2021-03-31	$6,028,576	84,198	+5.9%	Shares	Sole	2021-05-14
2020-12-31	$4,496,749	79,490	+1.5%	Shares	Sole	2021-02-04
2020-09-30	$3,391,088	78,280	-6.2%	Shares	Sole	2020-10-29
2020-06-30	$4,906,822	83,421	-16.7%	Shares	Sole	2020-07-24
2020-03-31	$4,543,302	100,161	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.