Position in VLO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$290,390
+$264,390 QoQ
Shares Held
1,115
+457.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,443
of 1,955 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Focused Wealth Management, Inc holds $290,390 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
1,115 | $290,390 |
All Filings in VLO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,390 | 1,115 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $26,000 | 200 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $28,342 | 200 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $23,460 | 200 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $27,920 | 200 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $25,372 | 200 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $21,370 | 200 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $21,256 | 200 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $20,308 | 200 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $21,556 | 287 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $20,253 | 287 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $22,408 | 287 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $20,549 | 287 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $16,235 | 287 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $12,649 | 292 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $17,175 | 292 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $13,245 | 292 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||