Cresset Asset Management, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1761013 Chicago, IL

Position in VLO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$11,597,688

+$4,019,326 QoQ

Shares Held

46,939

+0.8% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Energy · as of Mar 31, 2026

Cresset Asset Management, LLC holds $22,048,574 across 5 Oil & Gas Refining & Marketing names. VLO ranks #1 (52.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	46,939	$11,597,688
2	PSX	Phillips 66	17,654	$3,216,205
3	MPC	Marathon Petroleum Corp	12,691	$3,098,888
4	SUN	Sunoco LP	47,140	$3,062,685
5	DINO	HF Sinclair Corp	17,200	$1,073,108

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,597,688	46,939	+0.8%	Shares	Sole	2026-05-15
2025-12-31	$7,578,362	46,553	+7.5%	Shares	Sole	2026-02-17
2025-09-30	$7,371,236	43,294	+2.9%	Shares	Sole	2026-01-22
2025-06-30	$5,655,587	42,074	-8.1%	Shares	Sole	2026-01-22
2025-03-31	$6,043,259	45,758	-11.9%	Shares	Sole	2025-05-13
2024-12-31	$6,368,918	51,953	-20.6%	Shares	Sole	2025-02-14
2024-09-30	$8,839,333	65,462	+5.2%	Shares	Defined	2024-11-14
2024-06-30	$9,757,681	62,246	+168.1%	Shares	Defined	2024-08-14
2024-03-31	$3,962,738	23,216	+2.2%	Shares	Defined	2024-05-15
2023-12-31	$2,951,910	22,707	+0.2%	Shares	Defined	2024-02-14
2023-09-30	$3,211,432	22,662	+9.8%	Shares	Defined	2023-11-14
2023-06-30	$2,420,368	20,634	+108.2%	Shares	Defined	2023-08-14
2023-03-31	$1,383,715	9,912	-6.7%	Shares	Sole	2023-05-12
2022-12-31	$1,347,380	10,621	-4.7%	Shares	Sole	2023-02-14
2022-09-30	$1,190,843	11,145	+30.3%	Shares	Sole	2022-11-14
2022-06-30	$908,906	8,552	-17.3%	Shares	Sole	2022-08-15
2022-03-31	$1,049,517	10,336	+1.6%	Shares	Sole	2022-05-16
2021-12-31	$763,793	10,169	+25.7%	Shares	Sole	2022-02-10
2021-09-30	$570,840	8,089	+7.4%	Shares	Sole	2021-11-15
2021-06-30	$588,020	7,531	+150.0%	Shares	Sole	2021-08-10
2021-03-31	$215,730	3,013	-51.1%	Shares	Sole	2021-05-12
2020-12-31	$348,584	6,162	-12.7%	Shares	Sole	2021-02-11
2020-09-30	$305,709	7,057	-30.4%	Shares	Sole	2020-11-13
2020-06-30	$596,081	10,134	+7.0%	Shares	Defined	2020-08-04
2020-03-31	$429,423	9,467	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.