Pinnacle Wealth Planning Services, Inc.
Position in VLO — Valero Energy Corp/Tx
CIK 1726752
MANSFIELD, OH
Position in VLO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$134,907
-$1,113,341 QoQ
Shares Held
518
-89.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,694
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, 2026Pinnacle Wealth Planning Services, Inc. holds $1,719,657 across 9 Oil & Gas Refining & Marketing names. VLO ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
4,652 | $786,420 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,272 | $325,212 | |
| 3 | PARR |
Par Pacific Holdings, Inc.
|
4,062 | $227,796 | |
| 4 | VLO |
Valero Energy Corp/Tx
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|
518 | $134,907 | |
| 5 | DINO |
HF Sinclair Corp
|
1,789 | $124,603 | |
| 6 | CVI |
Cvr Energy Inc
|
2,145 | $59,073 | |
| 7 | WKC |
World Kinect Corp
|
826 | $27,208 | |
| 8 | UGP |
Ultrapar Holdings Inc
|
3,732 | $18,734 |
All Filings in VLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,907 | 518 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,248,248 | 5,052 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $813,461 | 4,997 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $851,129 | 4,999 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $747,106 | 5,558 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $731,799 | 5,541 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $669,709 | 5,463 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $833,810 | 6,175 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $971,755 | 6,199 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,058,107 | 6,199 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $805,610 | 6,197 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $878,602 | 6,200 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $728,784 | 6,213 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $881,294 | 6,313 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $799,344 | 6,301 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $665,461 | 6,228 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $675,728 | 6,358 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $632,898 | 6,233 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $459,071 | 6,112 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $376,067 | 5,329 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $445,602 | 5,707 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $397,093 | 5,546 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $287,035 | 5,074 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $282,792 | 6,528 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $506,733 | 8,615 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $388,372 | 8,562 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||