Aptus Capital Advisors, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1664193 FAIRHOPE, AL

Position in VLO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,451,782

+$956,207 QoQ

Shares Held

9,414

+55.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#639

of 1,955 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Energy · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $17,896,266 across 5 Oil & Gas Refining & Marketing names. VLO ranks #4 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	48,354	$8,174,243
2	DINO	HF Sinclair Corp	55,585	$3,871,495
3	MPC	Marathon Petroleum Corp	12,179	$3,113,804
4	VLO	Valero Energy Corp/Tx This page	9,414	$2,451,782
5	DK	Delek US Holdings, Inc.	5,608	$284,942

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,451,782	9,414	+55.5%	Shares	Sole	2026-08-12
2026-03-31	$1,495,575	6,053	-26.0%	Shares	Sole	2026-05-11
2025-12-31	$1,332,273	8,184	+4.9%	Shares	Sole	2026-02-13
2025-09-30	$1,327,687	7,798	-3.2%	Shares	Sole	2025-11-12
2025-06-30	$1,082,618	8,054	-8.9%	Shares	Sole	2025-08-11
2025-03-31	$1,167,234	8,838	+0.6%	Shares	Sole	2025-05-13
2024-12-31	$1,076,707	8,783	+57.3%	Shares	Sole	2025-02-14
2024-09-30	$754,142	5,585	+5.7%	Shares	Sole	2024-11-05
2024-06-30	$828,319	5,284	+4.0%	Shares	Sole	2024-07-31
2024-03-31	$867,446	5,082	+15.0%	Shares	Sole	2024-05-15
2023-12-31	$574,470	4,419	-3.0%	Shares	Sole	2024-02-13
2023-09-30	$645,914	4,558	+30.2%	Shares	Sole	2023-11-08
2023-06-30	$410,667	3,501	-12.3%	Shares	Sole	2023-08-11
2023-03-31	$557,283	3,992	+53.2%	Shares	Sole	2023-05-09
2022-12-31	$330,470	2,605	-13.5%	Shares	Sole	2023-02-13
2022-09-30	$321,832	3,012	+11.6%	Shares	Sole	2022-11-02
2022-06-30	$286,743	2,698	-0.4%	Shares	Sole	2022-07-29
2022-03-31	$275,172	2,710	—	Shares	Sole	2022-05-04
No filing history on record for this holder in this stock.