Winch Advisory Services, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1585822 Appleton, WI

Position in VLO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$279,452

+$6,923 QoQ

Shares Held

1,073

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,462

of 1,955 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Winch Advisory Services, LLC holds $427,948 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (65.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	1,073	$279,452
2	MPC	Marathon Petroleum Corp	555	$141,896
3	PBF	PBF Energy Inc.	145	$6,600

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,452	1,073	-2.7%	Shares	Sole	2026-08-06
2026-03-31	$272,529	1,103	-1.1%	Shares	Sole	2026-04-30
2025-12-31	$181,510	1,115	+0.7%	Shares	Sole	2026-02-03
2025-09-30	$188,477	1,107	-11.5%	Shares	Sole	2025-11-12
2025-06-30	$168,159	1,251	+13.4%	Shares	Sole	2025-08-07
2025-03-31	$145,673	1,103	+0.8%	Shares	Sole	2025-05-06
2024-12-31	$134,113	1,094	+0.8%	Shares	Sole	2025-01-14
2024-09-30	$146,507	1,085	+0.7%	Shares	Sole	2024-10-21
2024-06-30	$168,830	1,077	-4.2%	Shares	Sole	2024-07-31
2024-03-31	$191,855	1,124	-0.4%	Shares	Sole	2024-05-14
2023-12-31	$146,770	1,129	-9.2%	Shares	Sole	2024-01-18
2023-09-30	$176,287	1,244	-2.7%	Shares	Sole	2023-11-06
2023-06-30	$150,026	1,279	-3.7%	Shares	Sole	2023-08-08
2023-03-31	$185,388	1,328	-3.6%	Shares	Sole	2023-05-10
2022-12-31	$174,813	1,378	+23.1%	Shares	Sole	2023-01-26
2022-09-30	$119,565	1,119	+0.2%	Shares	Sole	2022-10-31
2022-06-30	$118,714	1,117	+14.3%	Shares	Sole	2022-08-12
2022-03-31	$99,204	977	+0.1%	Shares	Sole	2022-04-26
2021-12-31	$73,307	976	-1.4%	Shares	Sole	2022-02-04
2021-09-30	$69,864	990	+0.1%	Shares	Sole	2021-11-10
2021-06-30	$77,221	989	+1.6%	Shares	Sole	2021-08-05
2021-03-31	$69,666	973	+0.1%	Shares	Sole	2021-05-03
2020-12-31	$54,986	972	+0.2%	Shares	Sole	2021-02-09
2020-09-30	$42,020	970	-1.9%	Shares	Sole	2020-11-04
2020-06-30	$58,172	989	-7.2%	Shares	Sole	2020-08-12
2020-03-31	$48,353	1,066	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.