Avior Wealth Management, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1599868 OMAHA, NE

Position in VLO

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

Position Value

$2,046,797

+$161,824 QoQ

Shares Held

7,859

+3.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#23

of 113 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Energy · as of Jun 30, 2026

Avior Wealth Management, LLC holds $4,358,833 across 4 Oil & Gas Refining & Marketing names. VLO ranks #1 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	7,859	$2,046,797
2	PSX	Phillips 66	9,269	$1,566,924
3	MPC	Marathon Petroleum Corp	2,108	$538,952
4	DKL	Delek Logistics Partners, LP	4,000	$206,160

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,046,797	7,859	+3.0%	Shares	Sole	2026-07-07
2026-03-31	$1,884,973	7,629	+87.4%	Shares	Sole	2026-04-09
2025-12-31	$662,718	4,071	+76.1%	Shares	Sole	2026-01-06
2025-03-31	$305,345	2,312	-23.7%	Shares	Sole	2025-04-21
2024-12-31	$371,325	3,029	-0.0%	Shares	Sole	2025-01-17
2024-09-30	$409,140	3,030	+51.4%	Shares	Sole	2024-11-08
2024-06-30	$313,676	2,001	-37.2%	Shares	Sole	2024-08-13
2024-03-31	$543,989	3,187	+1595.2%	Shares	Sole	2024-04-30
2023-12-31	$24,440	188	-1.1%	Shares	Sole	2024-01-30
2023-09-30	$26,924	190	-11.6%	Shares	Sole	2023-10-17
2023-06-30	$25,219	215	+110.8%	Shares	Sole	2023-07-19
2023-03-31	$14,239	102	+37.8%	Shares	Sole	2023-05-10
2022-12-31	$9,387	74	0.0%	Shares	Sole	2023-02-14
2022-09-30	$7,906	74	-85.6%	Shares	Sole	2022-10-26
2022-06-30	$54,627	514	0.0%	Shares	Sole	2022-08-10
2022-03-31	$52,191	514	+3571.4%	Shares	Sole	2022-05-13
2021-12-31	$1,051	14	0.0%	Shares	Sole	2022-02-14
2021-09-30	$987	14	-74.5%	Shares	Sole	2021-11-02
2021-06-30	$4,294	55	+292.9%	Shares	Sole	2021-07-27
2021-03-31	$1,002	14	0.0%	Shares	Sole	2021-05-11
2020-12-31	$791	14	0.0%	Shares	Sole	2021-02-09
2020-09-30	$606	14	0.0%	Shares	Sole	2020-10-20
2020-06-30	$823	14	0.0%	Shares	Sole	2020-07-02
2020-03-31	$635	14	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.