MorganRosel Wealth Management, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1753218
HIGHLANDS RANCH, CO
Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,008,684
+$75,463 QoQ
Shares Held
3,873
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#916
of 1,955 holders
Holding Since
Dec 2022
6 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, 2026MorganRosel Wealth Management, LLC holds $1,595,190 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
3,873 | $1,008,684 | |
| 2 | MPC |
Marathon Petroleum Corp
|
2,294 | $586,506 |
All Filings in VLO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,008,684 | 3,873 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $933,221 | 3,777 | Shares | Sole | 2026-05-07 | |
| 2025-06-30 | $13,442 | 100 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $13,207 | 100 | Shares | Sole | 2025-04-25 | |
| 2023-03-31 | $997,860 | 7,148 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,053,191 | 8,302 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||