Crewe Advisors LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1730033 SALT LAKE CITY, UT

Position in VLO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$78,132

+$8,703 QoQ

Shares Held

300

+6.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,746

of 1,955 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Crewe Advisors LLC holds $166,809 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (46.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	300	$78,132
2	PSX	Phillips 66	272	$45,981
3	MPC	Marathon Petroleum Corp	167	$42,696

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$78,132	300	+6.8%	Shares	Sole	2026-07-24
2026-03-31	$69,429	281	+1.8%	Shares	Sole	2026-05-07
2025-12-31	$44,930	276	+2.6%	Shares	Sole	2026-01-16
2025-09-30	$45,799	269	+7.6%	Shares	Sole	2025-11-13
2025-06-30	$33,605	250	0.0%	Shares	Sole	2025-07-30
2025-03-31	$33,017	250	-31.3%	Shares	Sole	2025-04-23
2024-12-31	$44,622	364	-15.5%	Shares	Sole	2025-01-27
2024-09-30	$58,197	431	0.0%	Shares	Sole	2024-11-12
2024-06-30	$67,563	431	-5.5%	Shares	Sole	2024-07-29
2024-03-31	$77,834	456	+300.0%	Shares	Sole	2024-05-14
2023-06-30	$13,372	114	-13.6%	Shares	Sole	2023-07-28
2023-03-31	$18,427	132	0.0%	Shares	Sole	2023-05-12
2022-12-31	$16,745	132	-64.9%	Shares	Sole	2023-02-08
2022-09-30	$40,175	376	+43.5%	Shares	Sole	2022-11-14
2022-06-30	$27,845	262	-7.7%	Shares	Sole	2022-08-02
2022-03-31	$28,837	284	0.0%	Shares	Sole	2022-04-27
2021-12-31	$21,331	284	+54.3%	Shares	Sole	2022-02-10
2021-09-30	$12,984	184	0.0%	Shares	Sole	2021-10-29
2021-06-30	$14,366	184	0.0%	Shares	Sole	2021-08-11
2021-03-31	$13,174	184	0.0%	Shares	Sole	2021-04-21
2020-12-31	$10,408	184	-27.8%	Shares	Sole	2021-01-27
2020-09-30	$11,046	255	+38.6%	Shares	Sole	2020-10-13
2020-06-30	$10,822	184	0.0%	Shares	Sole	2020-07-24
2020-03-31	$8,346	184	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.