IHT Wealth Management, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1697490 Chicago, IL

Position in VLO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,662,388

+$4,235 QoQ

Shares Held

6,383

-4.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#751

of 1,951 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

IHT Wealth Management, LLC holds $8,240,207 across 5 Oil & Gas Refining & Marketing names. VLO ranks #3 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	16,201	$2,738,779
2	MPC	Marathon Petroleum Corp	8,776	$2,243,759
3	VLO	Valero Energy Corp/Tx This page	6,383	$1,662,388
4	SUN	Sunoco LP	20,271	$1,368,292
5	DINO	HF Sinclair Corp	3,259	$226,989

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,662,388	6,383	-4.9%	Shares	Sole	2026-08-14
2026-03-31	$1,658,153	6,711	+0.4%	Shares	Sole	2026-05-15
2025-12-31	$1,088,088	6,684	+4.9%	Shares	Sole	2026-02-17
2025-09-30	$1,085,237	6,374	+1.7%	Shares	Sole	2025-11-14
2025-06-30	$842,141	6,265	-5.2%	Shares	Sole	2025-08-14
2025-03-31	$872,586	6,607	+1.7%	Shares	Sole	2025-05-15
2024-12-31	$796,712	6,499	-15.6%	Shares	Sole	2025-02-14
2024-09-30	$1,039,595	7,699	+6.3%	Shares	Sole	2024-11-14
2024-06-30	$1,135,882	7,246	+1.8%	Shares	Sole	2024-08-14
2024-03-31	$1,215,312	7,120	-12.1%	Shares	Sole	2024-05-15
2023-12-31	$1,052,480	8,096	+15.3%	Shares	Sole	2024-02-14
2023-09-30	$994,662	7,019	-10.2%	Shares	Sole	2023-11-14
2023-06-30	$916,464	7,813	-3.4%	Shares	Sole	2023-08-15
2023-03-31	$1,129,084	8,088	+4.7%	Shares	Sole	2023-05-15
2022-12-31	$979,993	7,725	+4.3%	Shares	Sole	2023-02-15
2022-09-30	$791,224	7,405	+11.8%	Shares	Sole	2022-11-22
2022-06-30	$703,679	6,621	+31.4%	Shares	Sole	2022-08-15
2022-03-31	$511,660	5,039	-15.7%	Shares	Sole	2022-05-16
2021-12-31	$448,707	5,974	+1.0%	Shares	Sole	2022-02-14
2021-09-30	$417,421	5,915	-35.7%	Shares	Sole	2021-11-15
2021-06-30	$718,179	9,198	+67.4%	Shares	Sole	2021-08-16
2021-03-31	$393,442	5,495	-6.5%	Shares	Sole	2021-05-18
2020-12-31	$332,348	5,875	+14.0%	Shares	Sole	2021-02-17
2020-09-30	$223,227	5,153	-11.5%	Shares	Sole	2020-11-19
2020-06-30	$342,508	5,823	-7.6%	Shares	Sole	2020-08-14
2020-03-31	$285,722	6,299	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.