Position in VLO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,601,444
+$925,928 QoQ
Shares Held
6,149
+124.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#762
of 1,955 holders
Holding Since
Dec 2022
9 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, 2026Centric Wealth Management holds $4,438,358 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
11,096 | $2,836,914 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
6,149 | $1,601,444 |
All Filings in VLO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,601,444 | 6,149 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $675,516 | 2,734 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $456,137 | 2,802 | Shares | Sole | 2026-02-04 | |
| 2024-09-30 | $2,175,873 | 16,114 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,434,326 | 15,529 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,522,968 | 14,781 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,788,670 | 13,759 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,747,000 | 12,328 | Shares | Sole | 2023-11-06 | |
| 2022-12-31 | $206,274 | 1,626 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||