Bell & Brown Wealth Advisors, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1725362
NEWPORT BEACH, CA
Position in VLO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,603,293
+$122,407 QoQ
Shares Held
40,713
-4.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
3.21%
of 13F equity value
Holder Rank
#329
of 1,955 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Bell & Brown Wealth Advisors, LLC holds $10,603,293 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
40,713 | $10,603,293 |
All Filings in VLO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,603,293 | 40,713 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,480,886 | 42,419 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,018,528 | 43,114 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $7,318,626 | 42,985 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,731,668 | 42,640 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,655,633 | 42,823 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,138,972 | 41,920 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $5,592,537 | 41,417 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,340,942 | 40,450 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,958,348 | 40,766 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,355,870 | 41,199 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $4,863,492 | 41,462 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,792,422 | 41,493 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $5,422,250 | 42,742 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,729,724 | 53,624 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $5,808,095 | 54,649 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,696,800 | 56,104 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,357,581 | 58,016 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,889,677 | 55,118 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $736,613 | 17,004 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $876,653 | 14,904 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $630,095 | 13,891 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||