Successful Portfolios LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1721780 CLEARWATER, FL

Position in VLO

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$230,489

+$6,141 QoQ

Shares Held

885

-2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,581

of 1,955 holders

Holding Since

Mar 2023

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Successful Portfolios LLC holds $914,306 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	2,451	$414,341
2	MPC	Marathon Petroleum Corp	1,054	$269,476
3	VLO	Valero Energy Corp/Tx This page	885	$230,489

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,489	885	-2.5%	Shares	Sole	2026-07-14
2026-03-31	$224,348	908	-37.3%	Shares	Sole	2026-04-13
2023-03-31	$202,140	1,448	—	Shares	Sole	2023-04-24
No filing history on record for this holder in this stock.