Clearstead Trust, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1708001 PORTLAND, ME

Position in VLO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$42,451

+$2,177 QoQ

Shares Held

163

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,786

of 1,955 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Clearstead Trust, LLC holds $212,104 across 5 Oil & Gas Refining & Marketing names. VLO ranks #2 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	660	$111,573
2	VLO	Valero Energy Corp/Tx This page	163	$42,451
3	DINO	HF Sinclair Corp	475	$33,083
4	MPC	Marathon Petroleum Corp	57	$14,573
5	PBF	PBF Energy Inc.	229	$10,424

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,451	163	0.0%	Shares	Sole	2026-08-06
2026-03-31	$40,274	163	0.0%	Shares	Sole	2026-05-06
2025-12-31	$26,534	163	0.0%	Shares	Sole	2026-02-09
2025-09-30	$27,752	163	0.0%	Shares	Sole	2025-11-10
2025-06-30	$21,910	163	+27.3%	Shares	Sole	2025-08-08
2025-03-31	$16,904	128	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.