Dynamic Advisor Solutions LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1599747 PHOENIX, AZ

Back to VLO Full portfolio

Position in VLO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$461,499

-$175,720 QoQ

Shares Held

1,772

-31.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,226

of 1,955 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in VLO Over Time

Shares Held

Position Value (USD)

Derivatives in VLO

reported options exposure · as of Sep 30, 2021

CallValue

$3,000

CallShares

1,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $4,705,220 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	9,308	$2,379,776
2	PSX	Phillips 66	11,026	$1,863,945
3	VLO	Valero Energy Corp/Tx This page	1,772	$461,499

All Filings in VLO

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22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$461,499	1,772	-31.3%	Shares	Sole	2026-07-07
2026-03-31	$637,219	2,579	+20.9%	Shares	Sole	2026-04-08
2025-12-31	$347,393	2,134	-9.5%	Shares	Sole	2026-01-09
2025-09-30	$401,643	2,359	-3.9%	Shares	Sole	2025-10-09
2025-06-30	$330,135	2,456	-29.8%	Shares	Sole	2025-07-09
2025-03-31	$461,980	3,498	-20.8%	Shares	Sole	2025-04-17
2024-09-30	$596,697	4,419	+0.7%	Shares	Sole	2024-10-07
2024-06-30	$688,176	4,390	-2.9%	Shares	Sole	2024-07-15
2024-03-31	$771,518	4,520	-10.5%	Shares	Sole	2024-04-12
2023-12-31	$656,370	5,049	-3.1%	Shares	Sole	2024-01-10
2023-09-30	$738,450	5,211	-0.8%	Shares	Sole	2023-10-11
2023-06-30	$615,942	5,251	-4.1%	Shares	Sole	2023-08-03
2023-03-31	$764,449	5,476	+1.3%	Shares	Sole	2023-04-11
2022-12-31	$685,805	5,406	+1.5%	Shares	Sole	2023-01-13
2022-09-30	$569,083	5,326	+10.6%	Shares	Sole	2022-10-20
2022-06-30	$511,631	4,814	+1.4%	Shares	Sole	2022-07-27
2022-03-31	$482,213	4,749	+19.7%	Shares	Sole	2022-04-11
2021-12-31	$298,036	3,968	+8.5%	Shares	Sole	2022-01-26
2021-09-30	$3,000	1,000	—	Call	Sole	2021-10-28
2021-09-30	$258,003	3,656	+4.1%	Shares	Sole	2021-10-28
2021-06-30	$274,138	3,511	+19.0%	Shares	Sole	2021-08-10
2021-03-31	$211,220	2,950	—	Shares	Sole	2021-04-27
No filing history on record for this holder in this stock.