CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1766904
RICHMOND, VA
Position in VLO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$132,820
+$14,965 QoQ
Shares Held
510
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,697
of 1,955 holders
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $1,050,041 across 5 Oil & Gas Refining & Marketing names. VLO ranks #4 (12.6% of the industry book) .
All Filings in VLO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,820 | 510 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $117,855 | 477 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $70,648 | 434 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $69,633 | 409 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $46,103 | 343 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $51,900 | 393 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $25,620 | 209 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $224,958 | 1,666 | Shares | Other | 2024-10-30 | |
| 2023-09-30 | $42,512 | 300 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $29,794 | 254 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $43,415 | 311 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $39,453 | 311 | Shares | Defined | 2023-02-14 | |
| 2020-09-30 | $10,830 | 250 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||