Bogart Wealth, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1715740 MCLEAN, VA

Position in VLO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$249,761

-$43,028 QoQ

Shares Held

959

-19.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,536

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

Bogart Wealth, LLC holds $400,429 across 6 Oil & Gas Refining & Marketing names. VLO ranks #1 (62.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	959	$249,761
2	DINO	HF Sinclair Corp	1,126	$78,425
3	MPC	Marathon Petroleum Corp	175	$44,742
4	PSX	Phillips 66	141	$23,836
5	IEP	Icahn Enterprises L.P.	345	$2,487
6	CLNE	Clean Energy Fuels Corp.	575	$1,178

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,761	959	-19.1%	Shares	Sole	2026-07-24
2026-03-31	$292,789	1,185	+27.3%	Shares	Sole	2026-04-28
2025-12-31	$151,557	931	0.0%	Shares	Sole	2026-01-30
2025-09-30	$158,512	931	+0.4%	Shares	Sole	2025-10-27
2025-06-30	$124,607	927	+1.9%	Shares	Sole	2025-07-30
2025-03-31	$120,183	910	-11.4%	Shares	Sole	2025-05-02
2024-12-31	$125,899	1,027	+10.8%	Shares	Sole	2025-01-30
2024-09-30	$125,172	927	+2.1%	Shares	Sole	2024-10-23
2024-06-30	$142,338	908	+0.1%	Shares	Sole	2024-07-31
2024-03-31	$154,815	907	0.0%	Shares	Sole	2024-04-25
2023-12-31	$117,910	907	+0.1%	Shares	Sole	2024-02-07
2023-09-30	$128,389	906	+0.1%	Shares	Sole	2023-10-30
2023-06-30	$106,156	905	+0.1%	Shares	Sole	2023-07-31
2023-03-31	$126,198	904	0.0%	Shares	Sole	2023-04-21
2022-12-31	$114,681	904	+0.1%	Shares	Sole	2023-02-06
2022-09-30	$96,485	903	+0.1%	Shares	Sole	2022-11-03
2022-06-30	$95,864	902	+124.9%	Shares	Sole	2022-07-22
2022-03-31	$40,717	401	+0.2%	Shares	Sole	2022-04-22
2021-12-31	$30,044	400	-6.1%	Shares	Sole	2022-01-19
2021-09-30	$30,062	426	+0.5%	Shares	Sole	2021-10-15
2021-06-30	$33,105	424	0.0%	Shares	Sole	2021-08-06
2021-03-31	$30,358	424	+0.5%	Shares	Sole	2021-04-16
2020-12-31	$23,872	422	+7.1%	Shares	Sole	2021-01-14
2020-09-30	$17,068	394	+0.3%	Shares	Sole	2020-10-06
2020-06-30	$23,116	393	-18.1%	Shares	Sole	2020-07-08
2020-03-31	$21,772	480	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.