Advisor OS, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1767580 CHICAGO, IL

Position in VLO

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

Position Value

$289,866

+$17,091 QoQ

Shares Held

1,113

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,444

of 1,955 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Advisor OS, LLC holds $1,534,415 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	5,343	$903,233
2	MPC	Marathon Petroleum Corp	1,335	$341,316
3	VLO	Valero Energy Corp/Tx This page	1,113	$289,866

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$289,866	1,113	+0.8%	Shares	Sole	2026-08-05
2026-03-31	$272,775	1,104	-7.2%	Shares	Sole	2026-05-08
2025-09-30	$202,608	1,190	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.