Position in VLO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$393,264
+$65,731 QoQ
Shares Held
1,510
-25.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,299
of 1,955 holders
Holding Since
Dec 2023
10 quarters on record
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Beta Wealth Group, Inc. holds $393,264 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
|
1,510 | $393,264 |
All Filings in VLO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,264 | 1,510 | Shares | Other | 2026-07-24 | |
| 2025-12-31 | $327,533 | 2,012 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $325,366 | 1,911 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $579,753 | 4,313 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $463,565 | 3,510 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $429,923 | 3,507 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $459,642 | 3,404 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $282,324 | 1,801 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $733,967 | 4,300 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $468,260 | 3,602 | Shares | Other | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||