Allworth Financial LP

Position in VLO — Valero Energy Corp/Tx

CIK 1555170 FOLSOM, CA

Position in VLO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,425,656

-$2,286,025 QoQ

Shares Held

16,993

-37.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Allworth Financial LP holds $14,952,154 across 16 Oil & Gas Refining & Marketing names. VLO ranks #2 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	17,795	$4,549,647
2	VLO	Valero Energy Corp/Tx This page	16,993	$4,425,656
3	PSX	Phillips 66	23,029	$3,893,052
4	PARR	Par Pacific Holdings, Inc.	12,975	$727,638
5	DINO	HF Sinclair Corp	5,154	$358,976
6	SUN	Sunoco LP	4,871	$328,792
7	PBF	PBF Energy Inc.	6,888	$313,541
8	WKC	World Kinect Corp	5,075	$167,170

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,425,656	16,993	-37.4%	Shares	Sole	2026-08-11
2026-03-31	$6,711,681	27,164	+3.3%	Shares	Sole	2026-05-15
2025-12-31	$4,279,586	26,289	+77.1%	Shares	Sole	2026-02-05
2025-09-30	$2,527,679	14,846	-1.3%	Shares	Sole	2025-12-02
2025-06-30	$2,021,945	15,042	+96.4%	Shares	Sole	2025-08-07
2025-03-31	$1,011,392	7,658	+0.6%	Shares	Sole	2025-04-30
2024-12-31	$933,400	7,614	-0.6%	Shares	Sole	2025-01-30
2024-09-30	$1,034,194	7,659	-0.5%	Shares	Sole	2024-10-23
2024-06-30	$1,206,895	7,699	+5.6%	Shares	Sole	2024-07-24
2024-03-31	$1,244,159	7,289	-4.4%	Shares	Sole	2024-04-25
2023-12-31	$991,510	7,627	+0.6%	Shares	Sole	2024-01-24
2023-09-30	$1,074,303	7,581	-3.4%	Shares	Sole	2023-10-31
2023-06-30	$920,805	7,850	-26.7%	Shares	Sole	2023-07-18
2023-03-31	$1,494,697	10,707	+3.3%	Shares	Sole	2023-04-18
2022-12-31	$1,315,411	10,369	-2.0%	Shares	Sole	2023-01-13
2022-09-30	$1,130,045	10,576	-35.4%	Shares	Sole	2022-11-14
2022-06-30	$1,740,335	16,375	-2.7%	Shares	Sole	2022-07-13
2022-03-31	$1,709,222	16,833	+1.1%	Shares	Sole	2022-04-22
2021-12-31	$1,251,032	16,656	-4.6%	Shares	Sole	2022-01-21
2021-09-30	$1,232,152	17,460	+13.5%	Shares	Sole	2021-11-02
2021-06-30	$1,200,792	15,379	+152.2%	Shares	Sole	2021-08-02
2021-03-31	$436,688	6,099	+31.2%	Shares	Sole	2021-04-29
2020-12-31	$263,050	4,650	+0.0%	Shares	Sole	2021-01-26
2020-09-30	$201,351	4,648	+0.0%	Shares	Sole	2020-11-03
2020-06-30	$273,277	4,646	+716.5%	Shares	Sole	2020-07-24
2020-03-31	$25,809	569	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.