GREAT VALLEY ADVISOR GROUP, INC.

Position in VLO — Valero Energy Corp/Tx

CIK 1769897 WILMINGTON, DE

Position in VLO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,383,807

+$150,451 QoQ

Shares Held

9,153

+1.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#648

of 1,955 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

GREAT VALLEY ADVISOR GROUP, INC. holds $5,739,436 across 4 Oil & Gas Refining & Marketing names. VLO ranks #2 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	14,955	$2,528,142
2	VLO	Valero Energy Corp/Tx This page	9,153	$2,383,807
3	MPC	Marathon Petroleum Corp	2,270	$580,370
4	SUN	Sunoco LP	3,661	$247,117

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,383,807	9,153	+1.3%	Shares	Sole	2026-08-10
2026-03-31	$2,233,356	9,039	+2.1%	Shares	Sole	2026-05-11
2025-12-31	$1,441,505	8,855	-1.1%	Shares	Sole	2026-02-12
2025-09-30	$1,523,997	8,951	-4.6%	Shares	Sole	2025-11-14
2025-06-30	$1,260,590	9,378	-8.8%	Shares	Sole	2025-08-14
2025-03-31	$1,358,735	10,288	+2.2%	Shares	Sole	2025-05-08
2024-12-31	$1,234,113	10,067	-2.6%	Shares	Sole	2025-02-24
2024-09-30	$1,395,535	10,335	+4.5%	Shares	Sole	2024-11-12
2024-06-30	$1,550,199	9,889	+0.6%	Shares	Sole	2024-07-16
2024-03-31	$1,677,370	9,827	+1.1%	Shares	Sole	2024-05-06
2023-12-31	$1,263,210	9,717	-1.7%	Shares	Sole	2024-02-06
2023-09-30	$1,401,086	9,887	-3.0%	Shares	Sole	2023-11-07
2023-06-30	$1,195,052	10,188	-5.8%	Shares	Sole	2023-08-10
2023-03-31	$1,509,913	10,816	-2.3%	Shares	Sole	2023-05-03
2022-12-31	$1,404,974	11,075	+38.0%	Shares	Sole	2023-02-01
2022-09-30	$857,578	8,026	-38.9%	Shares	Sole	2022-10-21
2022-06-30	$1,396,731	13,142	-43.6%	Shares	Sole	2022-07-19
2022-03-31	$2,367,405	23,315	+52.8%	Shares	Sole	2022-04-20
2021-12-31	$1,146,028	15,258	-22.4%	Shares	Sole	2022-02-10
2021-09-30	$1,388,323	19,673	+173.0%	Shares	Sole	2021-10-14
2021-06-30	$562,644	7,206	+1.5%	Shares	Sole	2021-07-27
2021-03-31	$508,288	7,099	-2.9%	Shares	Sole	2021-04-20
2020-12-31	$413,413	7,308	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.