LEVEL FOUR ADVISORY SERVICES, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1696715 DALLAS, TX

Position in VLO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,538,337

+$304,307 QoQ

Shares Held

13,586

+3.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#560

of 1,955 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

LEVEL FOUR ADVISORY SERVICES, LLC holds $14,497,973 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	42,529	$7,189,527
2	MPC	Marathon Petroleum Corp	14,746	$3,770,109
3	VLO	Valero Energy Corp/Tx This page	13,586	$3,538,337

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,538,337	13,586	+3.8%	Shares	Sole	2026-08-10
2026-03-31	$3,234,030	13,089	+2.9%	Shares	Sole	2026-05-14
2025-12-31	$2,070,363	12,718	+4.3%	Shares	Sole	2026-02-13
2025-09-30	$2,075,128	12,188	-0.8%	Shares	Sole	2025-11-12
2025-06-30	$1,651,752	12,288	-7.8%	Shares	Sole	2025-08-13
2025-03-31	$1,759,964	13,326	-2.5%	Shares	Sole	2025-05-14
2024-12-31	$1,675,437	13,667	-1.0%	Shares	Sole	2025-02-12
2024-09-30	$1,864,764	13,810	-7.7%	Shares	Sole	2024-11-14
2024-06-30	$2,344,972	14,959	-14.1%	Shares	Sole	2024-08-09
2024-03-31	$2,971,200	17,407	0.0%	Shares	Sole	2024-05-13
2023-12-31	$2,262,910	17,407	-29.5%	Shares	Sole	2024-02-08
2023-09-30	$3,498,536	24,688	+29.5%	Shares	Sole	2023-11-13
2023-06-30	$2,235,620	19,059	+0.8%	Shares	Sole	2023-07-10
2023-03-31	$2,639,417	18,907	+17.5%	Shares	Sole	2023-06-05
2022-12-31	$2,040,923	16,088	-14.4%	Shares	Sole	2023-02-13
2022-09-30	$2,008,566	18,798	+9.2%	Shares	Sole	2022-11-07
2022-06-30	$1,829,610	17,215	+31.1%	Shares	Sole	2022-08-08
2022-03-31	$1,333,829	13,136	-0.9%	Shares	Sole	2022-05-10
2021-12-31	$995,282	13,251	+27.0%	Shares	Sole	2022-02-11
2021-09-30	$736,468	10,436	-4.7%	Shares	Sole	2021-10-12
2021-06-30	$855,210	10,953	-3.6%	Shares	Sole	2021-08-09
2021-03-31	$813,232	11,358	+0.1%	Shares	Sole	2021-05-10
2020-12-31	$641,560	11,341	+78.3%	Shares	Sole	2021-02-10
2020-09-30	$275,601	6,362	-11.3%	Shares	Sole	2020-11-02
2020-06-30	$421,857	7,172	-15.1%	Shares	Sole	2020-08-17
2020-03-31	$383,246	8,449	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.