Position in VLO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$661,778
-$218,815 QoQ
Shares Held
2,541
-28.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,079
of 1,955 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Occidental Asset Management, LLC holds $4,955,755 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
16,795 | $4,293,977 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
2,541 | $661,778 |
All Filings in VLO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,778 | 2,541 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $880,593 | 3,564 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $488,858 | 3,003 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $302,552 | 1,777 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $238,461 | 1,774 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $400,700 | 3,034 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $319,224 | 2,604 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $202,096 | 1,184 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||