West Family Investments, Inc.

Position in VLO — Valero Energy Corp/Tx

CIK 1568303 CARLSBAD, CA

Position in VLO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$548,486

+$325,867 QoQ

Shares Held

2,106

+133.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,157

of 1,968 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

West Family Investments, Inc. holds $1,668,987 across 4 Oil & Gas Refining & Marketing names. VLO ranks #2 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	4,280	$723,534
2	VLO	Valero Energy Corp/Tx This page	2,106	$548,486
3	MPC	Marathon Petroleum Corp	900	$230,103
4	UGP	Ultrapar Holdings Inc	33,240	$166,864

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$548,486	2,106	+133.7%	Shares	Sole	2026-08-10
2026-03-31	$222,619	901	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.