Focus Partners Wealth

Position in VLO — Valero Energy Corp/Tx

CIK 1542153 ST LOUIS, MO

Position in VLO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$54,980,488

+$19,174,340 QoQ

Shares Held

222,521

+1.2% QoQ

Ownership

0.075%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 15.034009142007305.ToString("F0")% Shared 0.ToString("F0")% None 84.9659908579927.ToString("F0")%

Energy · as of Mar 31, 2026

Focus Partners Wealth holds $194,988,790 across 8 Oil & Gas Refining & Marketing names. VLO ranks #2 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	538,005	$98,013,750
2	VLO	Valero Energy Corp/Tx This page	222,521	$54,980,488
3	MPC	Marathon Petroleum Corp	95,785	$23,388,781
4	DINO	HF Sinclair Corp	262,542	$16,379,995
5	SUN	Sunoco LP	16,813	$1,092,340
6	PBF	PBF Energy Inc.	12,244	$583,059
7	IEP	Icahn Enterprises L.P.	41,893	$316,292
8	PARR	Par Pacific Holdings, Inc.	3,737	$234,085

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$54,980,488	222,521	+1.2%	Shares	Sole	2026-05-15
2025-12-31	$35,806,148	219,953	+385.0%	Shares	Sole	2026-02-13
2025-09-30	$7,722,142	45,355	+1.8%	Shares	Sole	2025-11-14
2025-06-30	$5,989,351	44,557	-4.9%	Shares	Sole	2025-08-14
2025-03-31	$6,188,007	46,854	+36.0%	Shares	Sole	2025-05-20
2024-12-31	$4,221,877	34,439	+69.8%	Shares	Sole	2025-05-29
2024-09-30	$2,738,948	20,284	-21.4%	Shares	Sole	2024-11-14
2024-06-30	$4,046,289	25,812	+12.3%	Shares	Sole	2024-08-15
2024-03-31	$3,922,626	22,981	+125.2%	Shares	Sole	2024-05-16
2023-12-31	$1,326,520	10,204	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.