Perigon Wealth Management, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1575239 SAN FRANCISCO, CA

Position in VLO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,101,140

-$60,383 QoQ

Shares Held

4,228

-10.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#887

of 1,955 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Energy · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $2,837,390 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	4,228	$1,101,140
2	PSX	Phillips 66	5,738	$970,008
3	MPC	Marathon Petroleum Corp	2,997	$766,242

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,101,140	4,228	-10.1%	Shares	Sole	2026-08-07
2026-03-31	$1,161,523	4,701	-9.5%	Shares	Sole	2026-04-10
2025-12-31	$845,856	5,196	+2.7%	Shares	Sole	2026-01-16
2025-09-30	$861,515	5,060	+3.9%	Shares	Sole	2025-10-17
2025-06-30	$654,356	4,868	-0.1%	Shares	Sole	2025-07-16
2025-03-31	$643,445	4,872	-0.1%	Shares	Sole	2025-04-23
2024-12-31	$598,116	4,879	+64.9%	Shares	Sole	2025-01-22
2024-09-30	$399,553	2,959	+0.7%	Shares	Sole	2024-10-16
2024-06-30	$460,560	2,938	+4.4%	Shares	Sole	2024-08-02
2024-03-31	$480,492	2,815	+3.8%	Shares	Sole	2024-04-29
2023-12-31	$352,690	2,713	+21.0%	Shares	Sole	2024-01-29
2023-09-30	$317,855	2,243	+22.4%	Shares	Sole	2023-10-30
2023-06-30	$215,010	1,833	-68.7%	Shares	Sole	2023-08-02
2023-03-31	$816,380	5,848	+34.1%	Shares	Sole	2023-05-03
2022-12-31	$553,236	4,361	—	Shares	Sole	2023-05-01
No filing history on record for this holder in this stock.