Phoenix Financial Ltd.

Position in VLO — Valero Energy Corp/Tx

CIK 1679543 Givatayim, L3

Position in VLO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,793,129

+$471,252 QoQ

Shares Held

6,885

+28.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#728

of 1,955 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Phoenix Financial Ltd. holds $2,101,817 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (85.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VLO	Valero Energy Corp/Tx This page	6,885	$1,793,129
2	DINO	HF Sinclair Corp	4,432	$308,688

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,793,129	6,885	+28.7%	Shares	Sole	2026-08-11
2026-03-31	$1,321,877	5,350	+4.4%	Shares	Sole	2026-05-11
2025-12-31	$834,135	5,124	-53.0%	Shares	Sole	2026-02-05
2025-09-30	$1,854,301	10,891	-65.7%	Shares	Sole	2025-11-13
2025-06-30	$4,272,002	31,781	+19.1%	Shares	Sole	2025-07-30
2025-03-31	$3,523,627	26,680	-11.0%	Shares	Sole	2025-05-07
2024-12-31	$3,675,493	29,982	-10.3%	Shares	Sole	2025-02-13
2024-09-30	$4,513,512	33,426	+2.5%	Shares	Sole	2024-11-05
2024-06-30	$5,113,511	32,620	+4.8%	Shares	Sole	2024-08-12
2024-03-31	$5,312,725	31,125	+9.4%	Shares	Sole	2024-05-15
2023-12-31	$3,697,330	28,441	+8.1%	Shares	Sole	2024-02-14
2023-09-30	$3,728,956	26,314	+507.3%	Shares	Sole	2023-12-04
2023-06-30	$508,260	4,333	+9.1%	Shares	Sole	2023-08-07
2023-03-31	$554,491	3,972	-43.0%	Shares	Sole	2023-05-11
2022-12-31	$884,467	6,972	0.0%	Shares	Sole	2023-02-13
2022-09-30	$744,958	6,972	—	Shares	Sole	2022-11-10
No filing history on record for this holder in this stock.