Strategic Wealth Partners, Ltd.
Position in VLO — Valero Energy Corp/Tx
CIK 1720777
INDEPENDENCE, OH
Position in VLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$52,869
+$2,712 QoQ
Shares Held
203
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,772
of 1,955 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $827,530 across 5 Oil & Gas Refining & Marketing names. VLO ranks #3 (6.4% of the industry book) .
All Filings in VLO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,869 | 203 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $50,157 | 203 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $34,674 | 213 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||