Crescent Grove Advisors, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1713520 LAKE FOREST, IL

Position in VLO

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

Position Value

$420,089

-$58,311 QoQ

Shares Held

1,613

-56.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,270

of 1,955 holders

Holding Since

Jun 2022

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Crescent Grove Advisors, LLC holds $3,609,032 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP	41,884	$2,827,170
2	VLO	Valero Energy Corp/Tx This page	1,613	$420,089
3	MPC	Marathon Petroleum Corp	1,415	$361,773

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$420,089	1,613	-56.2%	Shares	Sole	2026-08-10
2023-12-31	$478,400	3,680	+78.1%	Shares	Sole	2024-01-30
2023-09-30	$292,772	2,066	+0.7%	Shares	Sole	2023-10-25
2023-06-30	$240,699	2,052	-26.1%	Shares	Sole	2023-07-13
2023-03-31	$387,529	2,776	-48.6%	Shares	Sole	2023-05-03
2022-12-31	$685,678	5,405	+22.4%	Shares	Sole	2023-01-12
2022-09-30	$471,849	4,416	+19.5%	Shares	Sole	2022-11-08
2022-06-30	$392,704	3,695	—	Shares	Sole	2022-07-20
No filing history on record for this holder in this stock.