Foundations Investment Advisors, LLC

Endowment

Position in VLO — Valero Energy Corp/Tx

CIK 1743404 PHOENIX, AZ

Position in VLO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$12,853,494

+$1,329,190 QoQ

Shares Held

49,353

+5.8% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#296

of 1,955 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $16,813,132 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (76.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	49,353	$12,853,494
2	PSX	Phillips 66	16,236	$2,744,695
3	MPC	Marathon Petroleum Corp	4,752	$1,214,943

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,853,494	49,353	+5.8%	Shares	Other	2026-08-14
2026-03-31	$11,524,304	46,642	+7.5%	Shares	Other	2026-05-11
2025-12-31	$7,065,899	43,405	-20.6%	Shares	Other	2026-02-10
2025-09-30	$9,301,984	54,634	+0.9%	Shares	Sole	2025-11-03
2025-06-30	$7,278,842	54,150	+16.5%	Shares	Sole	2025-08-08
2025-03-31	$6,140,461	46,494	+9.1%	Shares	Other	2025-05-07
2024-12-31	$5,222,211	42,599	+18.3%	Shares	Sole	2025-01-22
2024-09-30	$4,860,809	35,998	+10.1%	Shares	Sole	2024-10-21
2024-06-30	$5,127,306	32,708	-1.4%	Shares	Sole	2024-08-02
2024-03-31	$5,664,518	33,186	-0.9%	Shares	Sole	2024-05-13
2023-12-31	$4,353,180	33,486	-2.3%	Shares	Sole	2024-02-08
2023-09-30	$4,854,984	34,260	+2.1%	Shares	Sole	2023-10-05
2023-06-30	$3,937,174	33,565	+4.9%	Shares	Sole	2023-07-19
2023-03-31	$4,467,200	32,000	-10.9%	Shares	Sole	2023-04-25
2022-12-31	$4,558,079	35,930	+730.4%	Shares	Sole	2023-01-11
2022-09-30	$462,339	4,327	—	Shares	Sole	2022-10-19
No filing history on record for this holder in this stock.