Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$34,942,712
+$3,994,708 QoQ
Shares Held
134,168
+7.1% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#165
of 1,955 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 37%
Shared 26%
None 37%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Cerity Partners LLC holds $146,176,563 across 12 Oil & Gas Refining & Marketing names. VLO ranks #3 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
197,580 | $50,515,276 | |
| 2 | PSX |
Phillips 66
|
224,298 | $37,917,574 | |
| 3 | VLO |
Valero Energy Corp/Tx
This page
|
134,168 | $34,942,712 | |
| 4 | DINO |
HF Sinclair Corp
|
169,932 | $11,835,762 | |
| 5 | PBF |
PBF Energy Inc.
|
133,937 | $6,096,811 | |
| 6 | WKC |
World Kinect Corp
|
63,564 | $2,093,797 | |
| 7 | DKL |
Delek Logistics Partners, LP
|
15,413 | $794,386 | |
| 8 | SUN |
Sunoco LP
|
9,686 | $653,805 |
All Filings in VLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,942,712 | 134,168 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $30,948,004 | 125,255 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $19,705,890 | 121,051 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $17,853,293 | 104,859 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $12,934,026 | 96,221 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,712,828 | 103,830 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $17,147,276 | 139,875 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $14,942,419 | 110,660 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,888,650 | 82,219 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $17,136,593 | 100,396 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,641,660 | 58,782 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $4,291,120 | 30,281 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,815,481 | 58,103 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,039,284 | 57,588 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,715,334 | 52,935 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $5,753,658 | 53,848 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,993,766 | 56,396 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $3,508,613 | 34,554 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $122,429 | 1,630 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,984,710 | 28,124 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,193,735 | 28,096 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $511,725 | 7,147 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $401,081 | 7,090 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $736,959 | 17,012 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $824,832 | 14,023 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $484,172 | 10,674 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||