Belpointe Asset Management LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1721242 RENO, NV

Position in VLO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,337,098

-$141,428 QoQ

Shares Held

5,134

-14.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#821

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

Belpointe Asset Management LLC holds $3,326,149 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (40.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	5,134	$1,337,098
2	MPC	Marathon Petroleum Corp	4,241	$1,084,296
3	PSX	Phillips 66	5,352	$904,755

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,337,098	5,134	-14.2%	Shares	Sole	2026-07-31
2026-03-31	$1,478,526	5,984	-15.5%	Shares	Other	2026-04-28
2025-12-31	$1,152,390	7,079	+5.2%	Shares	Sole	2026-01-27
2025-09-30	$1,145,679	6,729	-1.9%	Shares	Sole	2025-11-03
2025-06-30	$921,583	6,856	+6.1%	Shares	Sole	2025-07-22
2025-03-31	$853,700	6,464	-30.3%	Shares	Other	2025-05-20
2024-12-31	$1,136,286	9,269	-1.0%	Shares	Sole	2025-02-13
2024-09-30	$1,264,420	9,364	+7.5%	Shares	Sole	2024-11-13
2024-06-30	$1,366,006	8,714	-17.6%	Shares	Sole	2024-08-02
2024-03-31	$1,804,705	10,573	+3.4%	Shares	Sole	2024-05-08
2023-12-31	$1,328,860	10,222	+5.5%	Shares	Sole	2024-02-13
2023-09-30	$1,373,453	9,692	+30.9%	Shares	Sole	2023-11-15
2023-06-30	$868,489	7,404	-42.3%	Shares	Sole	2023-08-15
2023-03-31	$1,791,068	12,830	+0.7%	Shares	Sole	2023-05-15
2022-12-31	$1,617,084	12,747	+36.8%	Shares	Sole	2023-02-08
2022-09-30	$995,735	9,319	+94.6%	Shares	Sole	2022-11-14
2022-06-30	$508,868	4,788	+5.5%	Shares	Sole	2022-08-02
2022-03-31	$460,788	4,538	+11.4%	Shares	Sole	2022-04-28
2021-12-31	$305,923	4,073	+2.7%	Shares	Sole	2022-02-15
2021-09-30	$279,810	3,965	+80.4%	Shares	Sole	2021-11-15
2021-06-30	$171,619	2,198	+55.7%	Shares	Sole	2021-08-09
2021-03-31	$101,099	1,412	-71.1%	Shares	Sole	2021-05-14
2020-12-31	$276,061	4,880	-73.8%	Shares	Sole	2021-02-16
2020-09-30	$807,528	18,641	-21.1%	Shares	Sole	2020-11-13
2020-06-30	$1,390,034	23,632	+538.4%	Shares	Sole	2020-07-20
2020-03-31	$167,922	3,702	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.