Caprock Group, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1610769 BOISE, ID

Position in VLO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,037,430

+$238,890 QoQ

Shares Held

19,342

-0.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#478

of 1,955 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Caprock Group, LLC holds $13,456,950 across 5 Oil & Gas Refining & Marketing names. VLO ranks #1 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	19,342	$5,037,430
2	MPC	Marathon Petroleum Corp	16,116	$4,120,377
3	PSX	Phillips 66	17,508	$2,959,727
4	SUN	Sunoco LP	13,001	$877,567
5	DINO	HF Sinclair Corp	6,631	$461,849

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,037,430	19,342	-0.4%	Shares	Sole	2026-07-27
2026-03-31	$4,798,540	19,421	+0.7%	Shares	Sole	2026-05-11
2025-12-31	$3,138,916	19,282	+0.2%	Shares	Sole	2026-01-28
2025-09-30	$3,277,845	19,252	+21.7%	Shares	Sole	2025-11-06
2025-03-31	$2,089,611	15,822	+21.2%	Shares	Sole	2025-05-15
2024-12-31	$1,599,799	13,050	+23.8%	Shares	Sole	2025-01-23
2024-09-30	$1,423,486	10,542	-6.0%	Shares	Sole	2024-11-07
2024-06-30	$1,757,279	11,210	+522.8%	Shares	Sole	2024-08-06
2024-03-31	$307,242	1,800	+15.9%	Shares	Sole	2024-04-29
2023-12-31	$201,890	1,553	+3.1%	Shares	Sole	2024-01-18
2023-09-30	$213,556	1,507	-46.7%	Shares	Sole	2023-10-18
2023-03-31	$394,928	2,829	+4.4%	Shares	Sole	2023-04-26
2022-12-31	$343,663	2,709	+27.6%	Shares	Sole	2023-01-23
2022-09-30	$226,842	2,123	+0.3%	Shares	Sole	2022-11-07
2022-06-30	$224,994	2,117	—	Shares	Sole	2022-07-26
No filing history on record for this holder in this stock.