Cornerstone Wealth Management, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1674117 ST. PETERS, MO

Position in VLO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,116,245

+$226,263 QoQ

Shares Held

4,286

+19.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#885

of 1,955 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Energy · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $3,009,055 across 4 Oil & Gas Refining & Marketing names. VLO ranks #1 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	4,286	$1,116,245
2	PSX	Phillips 66	6,490	$1,097,134
3	MPC	Marathon Petroleum Corp	2,746	$702,069
4	IEP	Icahn Enterprises L.P.	12,983	$93,607

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,116,245	4,286	+19.0%	Shares	Sole	2026-07-22
2026-03-31	$889,982	3,602	-15.4%	Shares	Sole	2026-04-24
2025-12-31	$693,159	4,258	-4.2%	Shares	Sole	2026-02-05
2025-09-30	$756,805	4,445	+11.1%	Shares	Sole	2025-11-04
2025-06-30	$537,680	4,000	+0.3%	Shares	Sole	2025-08-12
2025-03-31	$526,695	3,988	+0.1%	Shares	Sole	2025-04-18
2024-12-31	$488,643	3,986	-4.9%	Shares	Sole	2025-01-21
2024-09-30	$566,045	4,192	+1.5%	Shares	Sole	2024-10-16
2024-06-30	$647,262	4,129	+5.5%	Shares	Sole	2024-07-16
2024-03-31	$667,739	3,912	-25.6%	Shares	Sole	2024-04-19
2023-12-31	$683,540	5,258	+27.4%	Shares	Sole	2024-01-10
2023-09-30	$584,978	4,128	+5.8%	Shares	Sole	2023-11-07
2023-06-30	$457,470	3,900	+33.7%	Shares	Sole	2023-07-14
2023-03-31	$407,213	2,917	+12.2%	Shares	Sole	2023-05-15
2022-09-30	$277,810	2,600	+13.5%	Shares	Sole	2022-10-14
2022-06-30	$243,487	2,291	+3.8%	Shares	Sole	2022-08-04
2022-03-31	$224,098	2,207	-34.6%	Shares	Sole	2022-04-21
2021-12-31	$253,646	3,377	+8.9%	Shares	Sole	2022-02-14
2021-09-30	$218,767	3,100	+13.2%	Shares	Sole	2021-11-12
2021-06-30	$213,861	2,739	—	Shares	Sole	2021-08-09
No filing history on record for this holder in this stock.