NORTHWEST WEALTH MANAGEMENT, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1695344 SPENCER, IA

Position in VLO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$250,282

+$26,181 QoQ

Shares Held

961

+6.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,533

of 1,955 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

NORTHWEST WEALTH MANAGEMENT, LLC holds $1,219,925 across 4 Oil & Gas Refining & Marketing names. VLO ranks #3 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	2,874	$485,849
2	MPC	Marathon Petroleum Corp	993	$253,880
3	VLO	Valero Energy Corp/Tx This page	961	$250,282
4	DINO	HF Sinclair Corp	3,301	$229,914

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,282	961	+6.0%	Shares	Sole	2026-07-13
2026-03-31	$224,101	907	—	Shares	Sole	2026-04-14
No filing history on record for this holder in this stock.