EXENCIAL WEALTH ADVISORS, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1576151 OKLAHOMA CITY, OK

Position in VLO

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,345,597

+$803,832 QoQ

Shares Held

5,446

+63.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $6,261,583 across 4 Oil & Gas Refining & Marketing names. VLO ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	21,959	$4,000,490
2	VLO	Valero Energy Corp/Tx This page	5,446	$1,345,597
3	DINO	HF Sinclair Corp	9,762	$609,051
4	MPC	Marathon Petroleum Corp	1,255	$306,445

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,345,597	5,446	+63.6%	Shares	Sole	2026-04-28
2025-12-31	$541,765	3,328	+1.6%	Shares	Sole	2026-01-30
2025-09-30	$557,431	3,274	+7.9%	Shares	Sole	2025-10-27
2025-06-30	$407,830	3,034	+0.0%	Shares	Sole	2025-07-30
2025-03-31	$400,568	3,033	+1.8%	Shares	Sole	2025-05-09
2024-12-31	$365,073	2,978	-1.3%	Shares	Sole	2025-02-06
2024-09-30	$407,520	3,018	+0.6%	Shares	Sole	2024-10-31
2024-06-30	$470,436	3,001	+2.7%	Shares	Sole	2024-08-12
2024-03-31	$498,926	2,923	-8.1%	Shares	Sole	2024-05-10
2023-12-31	$413,530	3,181	+9.8%	Shares	Sole	2024-02-13
2023-09-30	$410,533	2,897	-1.1%	Shares	Sole	2023-11-08
2023-06-30	$343,571	2,929	-1.1%	Shares	Sole	2023-08-10
2023-03-31	$413,495	2,962	-84.5%	Shares	Sole	2023-05-02
2022-12-31	$2,427,592	19,136	-8.8%	Shares	Sole	2023-02-14
2022-09-30	$2,241,926	20,982	-39.2%	Shares	Sole	2022-11-08
2022-06-30	$3,670,273	34,534	-0.2%	Shares	Sole	2022-08-11
2022-03-31	$3,513,690	34,604	+5.1%	Shares	Sole	2022-05-12
2021-12-31	$2,472,696	32,921	+2.2%	Shares	Sole	2022-02-10
2021-09-30	$2,273,200	32,212	-3.7%	Shares	Sole	2021-11-04
2021-06-30	$2,611,541	33,447	+2.3%	Shares	Sole	2021-08-16
2021-03-31	$2,341,677	32,705	+7.4%	Shares	Sole	2021-05-06
2020-12-31	$1,722,160	30,443	-50.8%	Shares	Sole	2021-02-11
2020-09-30	$2,682,720	61,928	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.