Position in VLO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$208,352
New position
Shares Held
800
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,634
of 1,955 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Peak Financial Management, Inc. holds $208,352 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
|
800 | $208,352 |
All Filings in VLO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,352 | 800 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||