HHM Wealth Advisors, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1750086 CHATTANOOGA, TN

Position in VLO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$339,874

+$18,670 QoQ

Shares Held

1,305

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,365

of 1,955 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

HHM Wealth Advisors, LLC holds $1,312,671 across 5 Oil & Gas Refining & Marketing names. VLO ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	2,137	$546,366
2	VLO	Valero Energy Corp/Tx This page	1,305	$339,874
3	PSX	Phillips 66	1,868	$315,785
4	SUN	Sunoco LP	1,200	$81,000
5	WKC	World Kinect Corp	900	$29,646

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$339,874	1,305	+0.4%	Shares	Sole	2026-07-13
2026-03-31	$321,204	1,300	0.0%	Shares	Sole	2026-04-17
2025-12-31	$211,627	1,300	0.0%	Shares	Sole	2026-01-22
2025-09-30	$221,338	1,300	-7.1%	Shares	Sole	2025-10-29
2025-06-30	$188,188	1,400	0.0%	Shares	Sole	2025-08-11
2025-03-31	$184,898	1,400	0.0%	Shares	Sole	2025-05-08
2024-12-31	$171,626	1,400	0.0%	Shares	Sole	2025-01-24
2024-09-30	$189,042	1,400	-22.6%	Shares	Sole	2024-11-12
2024-06-30	$283,578	1,809	+261.8%	Shares	Sole	2024-08-07
2024-03-31	$85,345	500	0.0%	Shares	Sole	2024-05-14
2023-12-31	$65,000	500	0.0%	Shares	Sole	2024-02-05
2023-09-30	$70,855	500	0.0%	Shares	Sole	2023-11-03
2023-06-30	$58,650	500	0.0%	Shares	Sole	2023-08-14
2023-03-31	$69,800	500	-32.0%	Shares	Sole	2023-05-02
2022-12-31	$93,242	735	0.0%	Shares	Sole	2023-01-19
2022-09-30	$78,534	735	-40.5%	Shares	Sole	2022-11-04
2022-06-30	$131,255	1,235	0.0%	Shares	Sole	2022-08-08
2022-03-31	$125,401	1,235	0.0%	Shares	Sole	2022-04-27
2021-12-31	$92,760	1,235	0.0%	Shares	Sole	2022-02-03
2021-09-30	$87,153	1,235	0.0%	Shares	Sole	2021-11-02
2021-06-30	$96,428	1,235	0.0%	Shares	Sole	2021-07-27
2021-03-31	$88,426	1,235	0.0%	Shares	Sole	2021-04-23
2020-12-31	$69,863	1,235	+23.5%	Shares	Sole	2021-01-28
2020-09-30	$43,320	1,000	0.0%	Shares	Sole	2020-11-12
2020-06-30	$58,820	1,000	0.0%	Shares	Sole	2020-08-13
2020-03-31	$45,360	1,000	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.