Wealthspire Advisors, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1646247 NEW YORK, NY

Position in VLO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,837,925

+$428,828 QoQ

Shares Held

7,057

+23.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#720

of 1,955 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $5,260,026 across 4 Oil & Gas Refining & Marketing names. VLO ranks #1 (34.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	7,057	$1,837,925
2	PSX	Phillips 66	9,905	$1,674,440
3	MPC	Marathon Petroleum Corp	5,847	$1,494,902
4	DINO	HF Sinclair Corp	3,629	$252,759

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,837,925	7,057	+23.7%	Shares	Sole	2026-08-11
2026-03-31	$1,409,097	5,703	-30.3%	Shares	Sole	2026-05-01
2025-12-31	$1,331,622	8,180	+18.8%	Shares	Sole	2026-02-13
2025-09-30	$1,172,580	6,887	-20.2%	Shares	Sole	2025-11-14
2025-06-30	$1,159,641	8,627	-27.1%	Shares	Sole	2025-08-11
2025-03-31	$1,563,444	11,838	+21.4%	Shares	Sole	2025-05-09
2024-12-31	$1,195,620	9,753	-13.0%	Shares	Sole	2025-02-04
2024-09-30	$1,513,956	11,212	-1.7%	Shares	Sole	2024-11-13
2024-06-30	$1,787,691	11,404	-18.1%	Shares	Sole	2024-08-08
2024-03-31	$2,377,541	13,929	-1.0%	Shares	Sole	2024-05-06
2023-12-31	$1,829,490	14,073	+21.6%	Shares	Sole	2024-02-07
2023-09-30	$1,640,151	11,574	+565.6%	Shares	Sole	2023-11-06
2023-06-30	$203,984	1,739	-1.1%	Shares	Sole	2023-08-01
2023-03-31	$245,556	1,759	-23.7%	Shares	Sole	2023-05-09
2022-12-31	$292,285	2,304	+19.3%	Shares	Sole	2023-02-14
2022-06-30	$205,226	1,931	-65.6%	Shares	Sole	2022-08-09
2021-03-31	$401,532	5,608	+47.6%	Shares	Sole	2021-05-17
2020-12-31	$214,966	3,800	+7.8%	Shares	Sole	2021-02-16
2020-06-30	$207,281	3,524	-56.0%	Shares	Sole	2020-08-14
2020-03-31	$363,242	8,008	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.