Valeo Financial Advisors, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1722641 CARMEL, IN

Position in VLO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$2,094,979

+$520,586 QoQ

Shares Held

8,044

+26.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#680

of 1,955 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $6,107,194 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	12,763	$2,157,585
2	VLO	Valero Energy Corp/Tx This page	8,044	$2,094,979
3	MPC	Marathon Petroleum Corp	7,254	$1,854,630

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,094,979	8,044	+26.2%	Shares	Sole	2026-07-08
2026-03-31	$1,574,393	6,372	-16.2%	Shares	Sole	2026-05-08
2025-12-31	$1,238,180	7,606	+3.1%	Shares	Sole	2026-02-04
2025-09-30	$1,256,348	7,379	+2.6%	Shares	Sole	2025-11-03
2025-06-30	$966,883	7,193	+183.4%	Shares	Sole	2025-09-12
2025-03-31	$335,193	2,538	-7.8%	Shares	Sole	2025-04-30
2024-12-31	$337,367	2,752	-16.5%	Shares	Sole	2025-01-30
2024-09-30	$445,193	3,297	-13.3%	Shares	Sole	2024-10-10
2024-06-30	$596,001	3,802	+16.1%	Shares	Sole	2024-07-10
2024-03-31	$559,180	3,276	+24.7%	Shares	Sole	2024-04-25
2023-12-31	$341,640	2,628	-2.7%	Shares	Sole	2024-01-29
2023-09-30	$382,617	2,700	+7.3%	Shares	Sole	2023-10-20
2023-03-31	$351,233	2,516	+555.2%	Shares	Sole	2023-04-17
2021-03-31	$27,494	384	+9.7%	Shares	Sole	2021-04-12
2020-12-31	$19,799	350	-63.8%	Shares	Sole	2021-02-11
2020-09-30	$41,890	967	+27.4%	Shares	Sole	2020-10-28
2020-06-30	$44,644	759	-34.6%	Shares	Sole	2020-07-20
2020-03-31	$52,662	1,161	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.