Capital Asset Advisory Services LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1666024
Williamston, MI
Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$301,068
-$151,088 QoQ
Shares Held
1,156
-36.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,420
of 1,955 holders
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Capital Asset Advisory Services LLC holds $1,353,839 across 4 Oil & Gas Refining & Marketing names. VLO ranks #2 (22.2% of the industry book) .
All Filings in VLO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,068 | 1,156 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $452,156 | 1,830 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $328,347 | 2,017 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $339,498 | 1,994 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $241,015 | 1,793 | Shares | Sole | 2025-07-07 | |
| 2020-12-31 | $16,461 | 291 | Shares | Sole | 2021-03-02 | |
| No filing history on record for this holder in this stock. | ||||||