BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in VLO — Valero Energy Corp/Tx

CIK 1654599 MORRISTOWN, NJ

Position in VLO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$8,309,338

+$155,698 QoQ

Shares Held

31,905

-3.3% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#380

of 1,955 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Energy · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $8,371,886 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (99.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VLO	Valero Energy Corp/Tx This page	31,905	$8,309,338
2	PSX	Phillips 66	370	$62,548

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,309,338	31,905	-3.3%	Shares	Sole	2026-07-08
2026-03-31	$8,153,640	33,000	-22.1%	Shares	Sole	2026-04-14
2025-12-31	$6,898,389	42,376	+33.5%	Shares	Sole	2026-01-16
2025-09-30	$5,404,392	31,742	+5.3%	Shares	Sole	2025-10-16
2025-06-30	$4,053,031	30,152	+8.5%	Shares	Sole	2025-07-15
2025-03-31	$3,668,904	27,780	+9.2%	Shares	Sole	2025-05-06
2024-12-31	$3,119,547	25,447	-2.5%	Shares	Sole	2025-01-17
2024-09-30	$3,524,147	26,099	+3.6%	Shares	Sole	2024-11-14
2024-06-30	$3,949,254	25,193	-0.8%	Shares	Sole	2024-08-14
2024-03-31	$4,336,891	25,408	+5.3%	Shares	Sole	2024-05-09
2023-12-31	$3,138,200	24,140	-4.7%	Shares	Sole	2024-02-12
2023-09-30	$3,590,506	25,337	+1.2%	Shares	Sole	2023-10-31
2023-06-30	$2,936,370	25,033	+1.6%	Shares	Sole	2023-07-21
2023-03-31	$3,440,721	24,647	+7.7%	Shares	Sole	2023-05-04
2022-12-31	$2,902,049	22,876	+24.0%	Shares	Sole	2023-01-13
2022-09-30	$1,971,168	18,448	—	Shares	Sole	2022-10-20
No filing history on record for this holder in this stock.