Intrepid Financial Planning Group LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1641296
CARMEL, IN
Position in VLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$748,504
+$38,397 QoQ
Shares Held
2,874
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,025
of 1,955 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Intrepid Financial Planning Group LLC holds $748,504 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
2,874 | $748,504 |
All Filings in VLO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $748,504 | 2,874 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $710,107 | 2,874 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $419,021 | 2,574 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $438,249 | 2,574 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $345,997 | 2,574 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $339,948 | 2,574 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $321,676 | 2,624 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $485,972 | 3,599 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $564,179 | 3,599 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $631,382 | 3,699 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $493,870 | 3,799 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $524,185 | 3,699 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $382,280 | 3,259 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $425,640 | 3,049 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $331,104 | 2,610 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||