Position in VLO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,299,595
+$1,289,421 QoQ
Shares Held
4,990
+5912.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#829
of 1,955 holders
Holding Since
Sep 2022
3 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, 2026Synergy Asset Management, LLC holds $2,632,658 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
5,214 | $1,333,063 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
4,990 | $1,299,595 |
All Filings in VLO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,299,595 | 4,990 | Shares | Sole | 2026-07-22 | |
| 2024-12-31 | $10,174 | 83 | Shares | Sole | 2025-01-23 | |
| 2022-09-30 | $675,291 | 6,320 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||