Sowell Financial Services LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1633697 NORTH LITTLE ROCK, AR

Position in VLO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$5,324,695

+$2,764,205 QoQ

Shares Held

20,445

+97.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#462

of 1,951 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Sowell Financial Services LLC holds $10,317,204 across 5 Oil & Gas Refining & Marketing names. VLO ranks #1 (51.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	20,445	$5,324,695
2	PSX	Phillips 66	19,421	$3,283,120
3	MPC	Marathon Petroleum Corp	5,377	$1,374,737
4	DINO	HF Sinclair Corp	3,666	$255,336
5	UGP	Ultrapar Holdings Inc	15,800	$79,316

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,324,695	20,445	+97.3%	Shares	Sole	2026-07-20
2026-03-31	$2,560,490	10,363	-11.9%	Shares	Sole	2026-04-20
2025-12-31	$1,914,735	11,762	+2.6%	Shares	Sole	2026-01-21
2025-09-30	$1,952,371	11,467	+0.6%	Shares	Sole	2025-10-17
2025-06-30	$1,531,984	11,397	+5.8%	Shares	Sole	2025-07-14
2025-03-31	$1,422,790	10,773	+105.0%	Shares	Sole	2025-04-17
2023-03-31	$733,598	5,255	-60.8%	Shares	Sole	2023-05-12
2022-12-31	$1,698,655	13,390	+15.9%	Shares	Sole	2023-02-09
2022-09-30	$1,234,438	11,553	+6.7%	Shares	Sole	2022-11-15
2022-06-30	$1,150,374	10,824	+88.3%	Shares	Sole	2022-08-15
2021-03-31	$411,628	5,749	+296.2%	Shares	Sole	2021-05-07
2020-12-31	$82,083	1,451	-57.4%	Shares	Sole	2021-01-13
2020-09-30	$147,634	3,408	-7.5%	Shares	Sole	2020-11-12
2020-06-30	$216,634	3,683	-0.7%	Shares	Sole	2020-08-13
2020-03-31	$168,240	3,709	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.