Position in VLO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,689,653
+$69,684 QoQ
Shares Held
14,167
-3.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.47%
of 13F equity value
Holder Rank
#550
of 1,955 holders
Holding Since
Mar 2020
26 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, 2026MBM WEALTH CONSULTANTS, LLC holds $3,689,653 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
14,167 | $3,689,653 |
All Filings in VLO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,689,653 | 14,167 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,619,969 | 14,651 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,285,734 | 14,041 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,357,760 | 13,848 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,018,316 | 15,015 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,617,065 | 12,244 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,426,212 | 11,634 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,468,181 | 10,873 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,585,627 | 10,115 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,742,403 | 10,208 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,334,450 | 10,265 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,373,453 | 9,692 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,056,638 | 9,008 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,223,314 | 8,763 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $1,111,674 | 8,763 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $979,387 | 9,166 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,161,215 | 10,926 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,158,063 | 11,405 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,181,480 | 15,730 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,513,726 | 21,450 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,497,027 | 19,173 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,434,506 | 20,035 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,174,223 | 20,757 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $872,854 | 20,149 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,022,056 | 17,376 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $862,883 | 19,023 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||