Focus Partners Wealth

Position in VLO — Valero Energy Corp/Tx

CIK 1542153 ST LOUIS, MO

Position in VLO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$58,980,023

+$3,999,535 QoQ

Shares Held

226,463

+1.8% QoQ

Ownership

0.079%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#106

of 1,964 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Energy · as of Jun 30, 2026

Focus Partners Wealth holds $183,742,155 across 8 Oil & Gas Refining & Marketing names. VLO ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	566,960	$95,844,588
2	VLO	Valero Energy Corp/Tx This page	226,463	$58,980,023
3	MPC	Marathon Petroleum Corp	83,837	$21,434,605
4	DINO	HF Sinclair Corp	53,170	$3,703,290
5	SUN	Sunoco LP	22,024	$1,486,620
6	PBF	PBF Energy Inc.	31,831	$1,448,947
7	WKC	World Kinect Corp	15,681	$516,532
8	IEP	Icahn Enterprises L.P.	45,430	$327,550

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,980,023	226,463	+1.8%	Shares	Sole	2026-08-12
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	+37.0%	Shares	Sole	2025-05-20
2024-12-31	$4,192,455	34,199	+68.6%	Shares	Sole	2025-05-20
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.