Position in VLO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,298,562
-$3,812,580 QoQ
Shares Held
16,505
-49.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#511
of 1,955 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Ascent Wealth Partners, LLC holds $6,710,552 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (64.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
16,505 | $4,298,562 | |
| 2 | MPC |
Marathon Petroleum Corp
|
9,434 | $2,411,990 |
All Filings in VLO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,298,562 | 16,505 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $8,111,142 | 32,828 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||