Horizon Investments, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1560717 Charlotte, NC

Position in VLO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,798,777

+$652,955 QoQ

Shares Held

14,586

+14.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#542

of 1,955 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Energy · as of Jun 30, 2026

Horizon Investments, LLC holds $20,921,339 across 5 Oil & Gas Refining & Marketing names. VLO ranks #2 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DINO	HF Sinclair Corp	146,693	$10,217,167
2	VLO	Valero Energy Corp/Tx This page	14,586	$3,798,777
3	MPC	Marathon Petroleum Corp	10,679	$2,730,299
4	PSX	Phillips 66	15,090	$2,550,964
5	PARR	Par Pacific Holdings, Inc.	28,961	$1,624,132

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,798,777	14,586	+14.6%	Shares	Sole	2026-08-13
2026-03-31	$3,145,822	12,732	+4.4%	Shares	Sole	2026-05-15
2025-12-31	$1,985,549	12,197	+46.3%	Shares	Sole	2026-02-02
2025-09-30	$1,419,457	8,337	+43.0%	Shares	Sole	2025-11-14
2025-06-30	$783,803	5,831	+6.9%	Shares	Sole	2025-08-14
2025-03-31	$720,573	5,456	+1.8%	Shares	Sole	2025-05-13
2024-12-31	$657,327	5,362	+3.5%	Shares	Sole	2025-02-10
2024-09-30	$699,860	5,183	-8.2%	Shares	Sole	2024-11-13
2024-06-30	$884,753	5,644	+4.2%	Shares	Sole	2024-08-09
2024-03-31	$924,627	5,417	-2.9%	Shares	Sole	2024-05-15
2023-12-31	$725,270	5,579	-38.2%	Shares	Sole	2024-02-14
2023-09-30	$1,278,791	9,024	-3.9%	Shares	Sole	2023-11-14
2023-06-30	$1,100,977	9,386	-14.1%	Shares	Sole	2023-08-14
2023-03-31	$1,524,850	10,923	-38.8%	Shares	Sole	2023-05-15
2022-12-31	$2,264,451	17,850	+32.0%	Shares	Sole	2023-02-14
2022-09-30	$1,445,253	13,526	+284.5%	Shares	Sole	2022-11-14
2022-06-30	$373,893	3,518	-78.6%	Shares	Sole	2022-08-12
2022-03-31	$1,666,068	16,408	+21.1%	Shares	Sole	2022-05-16
2021-12-31	$1,017,440	13,546	+372.8%	Shares	Sole	2022-02-15
2021-09-30	$202,183	2,865	+6.9%	Shares	Sole	2021-11-15
2021-06-30	$209,176	2,679	-86.4%	Shares	Sole	2021-08-13
2020-06-30	$1,157,342	19,676	-48.4%	Shares	Sole	2020-08-13
2020-03-31	$1,729,848	38,136	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.