Cypress Wealth Services, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1721527 PALM DESERT, CA

Position in VLO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,532,949

+$80,119 QoQ

Shares Held

5,886

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#779

of 1,955 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $2,085,916 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (73.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	5,886	$1,532,949
2	MPC	Marathon Petroleum Corp	1,294	$330,836
3	PSX	Phillips 66	1,314	$222,131

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,532,949	5,886	+0.1%	Shares	Sole	2026-07-13
2026-03-31	$1,452,830	5,880	-8.0%	Shares	Sole	2026-04-15
2025-12-31	$1,040,716	6,393	—	Shares	Sole	2026-01-14
No filing history on record for this holder in this stock.