Connecticut Wealth Management, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1689829
FARMINGTON, CT
Position in VLO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$923,520
+$47,375 QoQ
Shares Held
3,546
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#943
of 1,955 holders
Holding Since
Mar 2023
14 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, 2026Connecticut Wealth Management, LLC holds $1,387,224 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (66.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
3,546 | $923,520 | |
| 2 | PSX |
Phillips 66
|
2,743 | $463,704 |
All Filings in VLO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $923,520 | 3,546 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $876,145 | 3,546 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $322,812 | 1,983 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $337,625 | 1,983 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $269,915 | 2,008 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $334,269 | 2,531 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $312,236 | 2,547 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $341,490 | 2,529 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $452,879 | 2,889 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $555,595 | 3,255 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $626,470 | 4,819 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $463,108 | 3,268 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $286,798 | 2,445 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $422,569 | 3,027 | Shares | Sole | 2023-04-18 | |
| No filing history on record for this holder in this stock. | ||||||