Robertson Stephens Wealth Management, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1767307
San Francisco, CA
Position in VLO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$333,363
New position
Shares Held
1,280
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,372
of 1,955 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $857,756 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
3,102 | $524,393 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
1,280 | $333,363 |
All Filings in VLO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,363 | 1,280 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||