Summit Financial Wealth Advisors, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1632283
Lafayette, LA
Position in VLO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$16,589,246
+$689,154 QoQ
Shares Held
63,697
-1.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
5.62%
of 13F equity value
Holder Rank
#265
of 1,955 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $16,820,337 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (98.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
63,697 | $16,589,246 | |
| 2 | PSX |
Phillips 66
|
1,367 | $231,091 |
All Filings in VLO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,589,246 | 63,697 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $15,900,092 | 64,352 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $13,245,245 | 81,364 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $14,191,000 | 83,349 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $11,302,302 | 84,082 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $11,566,690 | 87,580 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,648,535 | 86,863 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,584,493 | 85,792 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,398,747 | 85,473 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,204,553 | 89,077 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $11,689,340 | 89,918 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $13,100,664 | 92,447 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,528,009 | 98,278 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $14,000,623 | 100,291 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $12,785,711 | 100,786 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $10,799,863 | 101,075 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $10,824,299 | 101,847 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $10,439,225 | 102,809 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $8,557,282 | 113,930 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $289,689 | 4,105 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $320,518 | 4,105 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $319,837 | 4,467 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $3,462,593 | 61,209 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $290,460 | 6,705 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $7,069,575 | 120,190 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $5,397,023 | 118,982 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||