Steward Partners Investment Advisory, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1723397 STAMFORD, CT

Back to VLO Full portfolio

Position in VLO

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

Position Value

$9,999,593

+$1,312,261 QoQ

Shares Held

38,395

+9.2% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#344

of 1,955 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in VLO Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $92,679,150 across 8 Oil & Gas Refining & Marketing names. VLO ranks #3 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	197,998	$50,622,148
2	PSX	Phillips 66	171,711	$29,027,744
3	VLO	Valero Energy Corp/Tx This page	38,395	$9,999,593
4	DK	Delek US Holdings, Inc.	44,715	$2,271,969
5	DINO	HF Sinclair Corp	7,451	$518,962
6	SUN	Sunoco LP	2,929	$197,707
7	IEP	Icahn Enterprises L.P.	5,660	$40,808
8	CLNE	Clean Energy Fuels Corp.	107	$219

All Filings in VLO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,999,593	38,395	+9.2%	Shares	Sole	2026-08-13
2026-03-31	$8,687,332	35,160	-3.2%	Shares	Sole	2026-05-08
2025-12-31	$5,911,067	36,311	+3.7%	Shares	Sole	2026-02-12
2025-09-30	$5,963,015	35,023	+1.6%	Shares	Sole	2025-11-12
2025-06-30	$4,632,785	34,465	+20.1%	Shares	Sole	2025-08-12
2025-03-31	$3,790,144	28,698	-6.6%	Shares	Sole	2025-05-13
2024-12-31	$3,767,313	30,731	+4.0%	Shares	Sole	2025-02-06
2024-09-30	$3,988,381	29,537	+8.1%	Shares	Sole	2024-11-14
2024-06-30	$4,284,250	27,330	-1.8%	Shares	Sole	2024-08-08
2024-03-31	$4,752,180	27,841	-3.5%	Shares	Sole	2024-05-15
2023-12-31	$3,751,800	28,860	-34.6%	Shares	Sole	2024-02-12
2023-09-30	$6,256,071	44,147	-28.8%	Shares	Sole	2023-11-13
2023-06-30	$7,275,649	62,026	-1.6%	Shares	Sole	2023-08-14
2023-03-31	$8,803,036	63,059	-1.1%	Shares	Sole	2023-05-15
2022-12-31	$8,084,914	63,731	-1.0%	Shares	Sole	2023-02-15
2022-09-30	$6,878,041	64,371	-34.8%	Shares	Sole	2022-11-10
2022-06-30	$10,489,198	98,694	-1.2%	Shares	Sole	2022-08-04
2022-03-31	$10,146,892	99,930	+91.1%	Shares	Sole	2022-05-02
2021-12-31	$3,927,727	52,293	+82.6%	Shares	Sole	2022-02-08
2021-09-30	$2,021,407	28,644	-56.6%	Shares	Sole	2021-11-12
2021-06-30	$5,148,985	65,945	+147.4%	Shares	Sole	2021-08-13
2021-03-31	$1,908,426	26,654	+11.0%	Shares	Sole	2021-05-14
2020-12-31	$1,358,471	24,014	-15.8%	Shares	Sole	2021-02-11
2020-09-30	$1,236,006	28,532	+2.2%	Shares	Sole	2020-10-30
2020-06-30	$1,642,489	27,924	-0.5%	Shares	Sole	2020-08-06
2020-03-31	$1,273,572	28,077	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.