W.G. Shaheen & Associates DBA Whitney & Co
Position in VLO — Valero Energy Corp/Tx
CIK 1577001
ROCHESTER, NY
Position in VLO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$236,479
+$14,107 QoQ
Shares Held
908
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,569
of 1,964 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $1,107,931 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
5,155 | $871,452 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
908 | $236,479 |
All Filings in VLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,479 | 908 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $222,372 | 900 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||