Patriot Financial Group Insurance Agency, LLC

Insurance

Position in VLO — Valero Energy Corp/Tx

CIK 1694883 Westborough, MA

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Position in VLO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,151,665

-$1,580,545 QoQ

Shares Held

4,422

-60.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#871

of 1,955 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in VLO Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $1,541,207 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (74.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VLO	Valero Energy Corp/Tx This page	4,422	$1,151,665
2	SUN	Sunoco LP	5,771	$389,542

All Filings in VLO

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14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,151,665	4,422	-60.0%	Shares	Sole	2026-07-16
2026-03-31	$2,732,210	11,058	+34.0%	Shares	Sole	2026-04-22
2025-12-31	$1,343,505	8,253	+213.2%	Shares	Sole	2026-01-26
2023-03-31	$367,846	2,635	+174.5%	Shares	Sole	2023-04-20
2022-06-30	$102,028	960	-73.3%	Shares	Sole	2022-07-29
2022-03-31	$364,528	3,590	-23.9%	Shares	Sole	2022-05-11
2021-12-31	$354,143	4,715	+137.5%	Shares	Sole	2022-01-10
2021-09-30	$140,081	1,985	+83.1%	Shares	Sole	2021-11-24
2021-06-30	$84,638	1,084	+270.0%	Shares	Sole	2021-07-30
2021-03-31	$20,978	293	-38.1%	Shares	Sole	2021-04-29
2020-12-31	$26,757	473	+97.9%	Shares	Sole	2021-01-15
2020-09-30	$10,353	239	-5.2%	Shares	Sole	2020-10-21
2020-06-30	$14,822	252	+8.6%	Shares	Sole	2020-07-10
2020-03-31	$10,523	232	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.