Anchor Investment Management, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1634149 COLUMBIA, SC

Position in VLO

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$3,794,407

+$1,306,976 QoQ

Shares Held

15,357

+0.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

Anchor Investment Management, LLC holds $4,376,172 across 4 Oil & Gas Refining & Marketing names. VLO ranks #1 (86.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	15,357	$3,794,407
2	PSX	Phillips 66	2,094	$381,484
3	SUN	Sunoco LP	3,000	$194,910
4	MPC	Marathon Petroleum Corp	22	$5,371

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,794,407	15,357	+0.5%	Shares	Sole	2026-05-01
2025-12-31	$2,487,431	15,280	-8.8%	Shares	Sole	2026-02-26
2025-09-30	$2,854,068	16,763	-2.2%	Shares	Sole	2025-11-14
2025-06-30	$2,303,017	17,133	+20.5%	Shares	Sole	2025-08-19
2025-03-31	$1,878,431	14,223	+8.5%	Shares	Sole	2025-05-20
2024-12-31	$1,607,645	13,114	+10.9%	Shares	Sole	2025-02-13
2024-09-30	$1,596,054	11,820	+13.1%	Shares	Sole	2024-11-21
2024-06-30	$1,638,142	10,450	+508.3%	Shares	Sole	2024-09-20
2024-03-31	$293,245	1,718	0.0%	Shares	Sole	2024-05-15
2023-12-31	$223,340	1,718	0.0%	Shares	Sole	2024-01-02
2023-09-30	$243,457	1,718	+13.2%	Shares	Sole	2024-01-02
2023-06-30	$178,061	1,518	+23.7%	Shares	Sole	2024-01-02
2023-03-31	$171,289	1,227	0.0%	Shares	Sole	2024-01-02
2022-12-31	$155,657	1,227	0.0%	Shares	Sole	2024-01-02
2022-09-30	$131,104	1,227	0.0%	Shares	Sole	2024-01-02
2022-06-30	$130,405	1,227	0.0%	Shares	Sole	2024-01-02
2022-03-31	$124,589	1,227	0.0%	Shares	Sole	2024-01-02
2021-12-31	$92,159	1,227	+53.4%	Shares	Sole	2024-01-02
2021-09-30	$56,456	800	0.0%	Shares	Sole	2024-01-02
2021-06-30	$62,464	800	-17.2%	Shares	Sole	2024-01-02
2021-03-31	$69,165	966	0.0%	Shares	Sole	2024-01-02
2020-12-31	$54,646	966	0.0%	Shares	Sole	2024-01-02
2020-09-30	$41,847	966	-1.1%	Shares	Sole	2024-01-02
2020-06-30	$57,467	977	0.0%	Shares	Sole	2024-01-02
2020-03-31	$44,316	977	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.