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Equibles

Geneos Wealth Management Inc.

Position in VLO — Valero Energy Corp/Tx

CIK 1764754 ENGLEWOOD, CO
Back to VLO Full portfolio

Position in VLO

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$4,146,725
-$946,335 QoQ
Shares Held
15,922
-22.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#522
of 1,968 holders
Holding Since
Mar 2020
26 quarters on record

Common Shares in VLO Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $8,032,967 across 6 Oil & Gas Refining & Marketing names. VLO ranks #1 (51.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VLO
Valero Energy Corp/Tx
This page 		15,922 $4,146,725
2 PSX
Phillips 66
 18,422 $3,114,239
3 MPC
Marathon Petroleum Corp
 2,835 $724,824
4 CAPL
CrossAmerica Partners LP
 1,200 $26,904
5 SUN
Sunoco LP
 288 $19,440
6 DINO
HF Sinclair Corp
 12 $835

All Filings in VLO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,146,725 15,922
2026-03-31 $5,093,060 20,613
2025-12-31 $3,376,590 20,742
2025-09-30 $3,713,540 21,811
2025-06-30 $3,063,566 22,791
2025-03-31 $2,895,634 21,925
2024-12-31 $2,553,181 20,827
2024-09-30 $3,004,822 22,253
2024-06-30 $3,397,773 21,675
2024-03-31 $3,666,591 21,481
2023-12-31 $2,795,650 21,505
2023-09-30 $3,499,245 24,693
2023-06-30 $3,587,151 30,581
2023-03-31 $3,560,218 25,503
2022-12-31 $2,768,973 21,827
2022-09-30 $2,409,894 22,554
2022-06-30 $2,603,966 24,501
2022-03-31 $1,945,303 19,158
2021-12-31 $1,890,593 25,171
2021-09-30 $1,692,762 23,987
2021-06-30 $1,905,464 24,404
2021-03-31 $1,838,831 25,682
2020-12-31 $1,452,830 25,682
2020-09-30 $1,074,899 24,813
2020-06-30 $1,450,089 24,653
2020-03-31 $1,026,587 22,632