Global Retirement Partners, LLC
PensionPosition in VLO — Valero Energy Corp/Tx
CIK 1749744
San Rafael, CA
Position in VLO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,807,543
+$1,100,365 QoQ
Shares Held
10,780
+2.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#605
of 1,955 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Global Retirement Partners, LLC holds $8,923,438 across 13 Oil & Gas Refining & Marketing names. VLO ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
12,769 | $3,264,650 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
10,780 | $2,807,543 | |
| 3 | PSX |
Phillips 66
|
12,029 | $2,033,502 | |
| 4 | DINO |
HF Sinclair Corp
|
5,125 | $356,956 | |
| 5 | SUN |
Sunoco LP
|
3,514 | $237,195 | |
| 6 | PBF |
PBF Energy Inc.
|
2,259 | $102,829 | |
| 7 | IEP |
Icahn Enterprises L.P.
|
8,353 | $60,225 | |
| 8 | UGP |
Ultrapar Holdings Inc
|
4,573 | $22,956 |
All Filings in VLO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,807,543 | 10,780 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,707,178 | 10,487 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,201,865 | 7,059 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $865,261 | 6,437 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $698,395 | 5,697 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $682,171 | 5,052 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $868,607 | 5,541 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $633,601 | 3,712 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $488,150 | 3,755 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $478,271 | 3,375 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $421,107 | 3,590 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $500,605 | 3,586 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $433,861 | 3,420 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $346,728 | 3,245 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $363,902 | 3,424 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $331,020 | 3,260 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $188,210 | 2,667 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $226,978 | 2,907 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $216,948 | 3,030 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $71,221 | 1,259 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $49,774 | 1,149 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $62,231 | 1,058 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $26,989 | 595 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||