Gradient Investments LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1542265 ARDEN HILLS, MN

Position in VLO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,252,716

+$76,863 QoQ

Shares Held

4,810

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#842

of 1,951 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Gradient Investments LLC holds $2,518,408 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	4,810	$1,252,716
2	MPC	Marathon Petroleum Corp	4,163	$1,064,354
3	PSX	Phillips 66	1,191	$201,338

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,252,716	4,810	+1.1%	Shares	Sole	2026-07-08
2026-03-31	$1,175,853	4,759	+27.4%	Shares	Sole	2026-04-13
2025-12-31	$608,183	3,736	-5.8%	Shares	Sole	2026-01-08
2025-09-30	$675,080	3,965	-8.1%	Shares	Sole	2025-10-06
2025-06-30	$580,156	4,316	+3.1%	Shares	Sole	2025-07-08
2025-03-31	$552,845	4,186	-9.4%	Shares	Sole	2025-04-09
2024-12-31	$566,120	4,618	-5.7%	Shares	Sole	2025-01-21
2024-09-30	$661,376	4,898	-7.7%	Shares	Sole	2024-10-15
2024-06-30	$831,455	5,304	+10.8%	Shares	Sole	2024-07-18
2024-03-31	$816,922	4,786	-41.7%	Shares	Sole	2024-04-23
2023-12-31	$1,067,430	8,211	+103.8%	Shares	Sole	2024-01-18
2023-09-30	$570,949	4,029	0.0%	Shares	Sole	2023-10-27
2023-06-30	$472,601	4,029	+0.2%	Shares	Sole	2023-07-11
2023-03-31	$561,331	4,021	-2.0%	Shares	Sole	2023-04-17
2022-12-31	$520,506	4,103	+2.8%	Shares	Sole	2023-01-10
2022-09-30	$426,545	3,992	0.0%	Shares	Sole	2022-10-14
2022-06-30	$424,269	3,992	-28.5%	Shares	Sole	2022-07-11
2022-03-31	$567,100	5,585	+16.5%	Shares	Sole	2022-05-26
2021-12-31	$359,927	4,792	+9.7%	Shares	Sole	2022-01-12
2021-09-30	$308,320	4,369	-2.4%	Shares	Sole	2021-10-18
2021-06-30	$349,486	4,476	-78.0%	Shares	Sole	2021-07-12
2021-03-31	$1,454,840	20,319	+352.1%	Shares	Sole	2021-04-21
2020-12-31	$254,225	4,494	0.0%	Shares	Sole	2021-01-08
2020-09-30	$194,680	4,494	-2.0%	Shares	Sole	2020-10-06
2020-06-30	$269,866	4,588	+3.0%	Shares	Sole	2020-07-10
2020-03-31	$202,078	4,455	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.