Ellis Investment Partners, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1765590 Berwyn, PA

Position in VLO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$275,545

+$16,111 QoQ

Shares Held

1,058

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,471

of 1,955 holders

Holding Since

Mar 2020

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Ellis Investment Partners, LLC holds $761,369 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	1,058	$275,545
2	MPC	Marathon Petroleum Corp	997	$254,902
3	PSX	Phillips 66	1,366	$230,922

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,545	1,058	+0.8%	Shares	Sole	2026-08-05
2026-03-31	$259,434	1,050	+47.9%	Shares	Sole	2026-05-12
2022-09-30	$75,863	710	+0.7%	Shares	Sole	2022-11-14
2022-06-30	$74,927	705	+0.7%	Shares	Sole	2022-08-01
2022-03-31	$71,078	700	+1742.1%	Shares	Sole	2022-05-03
2020-03-31	$1,723	38	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.