PERSONAL CFO SOLUTIONS, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1677501 CHESTER, NJ

Position in VLO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,492,060

+$53,561 QoQ

Shares Held

5,729

-1.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#788

of 1,955 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Energy · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $3,902,753 across 4 Oil & Gas Refining & Marketing names. VLO ranks #2 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	5,905	$1,509,731
2	VLO	Valero Energy Corp/Tx This page	5,729	$1,492,060
3	PSX	Phillips 66	3,786	$640,023
4	UGP	Ultrapar Holdings Inc	51,980	$260,939

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,492,060	5,729	-1.6%	Shares	Sole	2026-08-07
2026-03-31	$1,438,499	5,822	-8.8%	Shares	Sole	2026-04-30
2025-12-31	$1,038,925	6,382	-2.5%	Shares	Defined	2026-01-22
2025-09-30	$1,114,692	6,547	-0.7%	Shares	Defined	2025-11-10
2025-06-30	$886,231	6,593	+3.0%	Shares	Defined	2025-08-12
2025-03-31	$845,380	6,401	-4.8%	Shares	Defined	2025-04-30
2024-12-31	$824,049	6,722	+0.6%	Shares	Defined	2025-02-07
2024-09-30	$901,865	6,679	+4.4%	Shares	Defined	2024-11-14
2024-06-30	$1,002,636	6,396	-4.4%	Shares	Defined	2024-08-09
2024-03-31	$1,141,745	6,689	+2.9%	Shares	Defined	2024-05-13
2023-12-31	$845,260	6,502	+15.1%	Shares	Defined	2024-02-13
2023-09-30	$800,519	5,649	-2.9%	Shares	Defined	2023-11-13
2023-06-30	$682,568	5,819	-7.5%	Shares	Defined	2023-08-10
2023-03-31	$878,084	6,290	-0.1%	Shares	Defined	2023-05-09
2022-12-31	$798,710	6,296	+208.9%	Shares	Defined	2023-02-14
2022-09-30	$217,760	2,038	—	Shares	Defined	2022-11-01
No filing history on record for this holder in this stock.