Prestige Wealth Management Group LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1772715
FLEMINGTON, NJ
Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$127,355
+$6,533 QoQ
Shares Held
489
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,702
of 1,955 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $471,063 across 4 Oil & Gas Refining & Marketing names. VLO ranks #2 (27.0% of the industry book) .
All Filings in VLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,355 | 489 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $120,822 | 489 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $79,603 | 489 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $83,257 | 489 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $65,731 | 489 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $64,185 | 486 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $59,578 | 486 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $66,029 | 489 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $76,185 | 486 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $95,585 | 560 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $74,360 | 572 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $81,341 | 574 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $66,860 | 570 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $86,691 | 621 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $78,780 | 621 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $59,407 | 556 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $59,090 | 556 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $56,455 | 556 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $277,981 | 3,701 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $292,088 | 4,139 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $256,023 | 3,279 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $225,539 | 3,150 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $29,302 | 518 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $26,251 | 606 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $35,644 | 606 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $27,488 | 606 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||