TRANSCEND CAPITAL ADVISORS, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1776082 MADISON, NJ

Position in VLO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$646,932

+$259,758 QoQ

Shares Held

2,484

+58.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,091

of 1,964 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $4,001,783 across 5 Oil & Gas Refining & Marketing names. VLO ranks #2 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	15,463	$2,614,020
2	VLO	Valero Energy Corp/Tx This page	2,484	$646,932
3	MPC	Marathon Petroleum Corp	1,200	$306,804
4	DINO	HF Sinclair Corp	3,269	$227,685
5	PBF	PBF Energy Inc.	4,533	$206,342

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$646,932	2,484	+58.5%	Shares	Sole	2026-08-04
2026-03-31	$387,174	1,567	+2.8%	Shares	Sole	2026-05-13
2025-12-31	$248,091	1,524	-57.6%	Shares	Sole	2026-01-23
2025-09-30	$612,254	3,596	+5.8%	Shares	Sole	2025-11-04
2025-06-30	$457,028	3,400	+49.4%	Shares	Sole	2025-08-01
2025-03-31	$300,591	2,276	+28.3%	Shares	Sole	2025-04-24
2024-12-31	$217,474	1,774	-10.9%	Shares	Sole	2025-02-03
2024-09-30	$268,979	1,992	+37.8%	Shares	Sole	2024-10-15
2024-06-30	$226,674	1,446	+2.9%	Shares	Sole	2024-07-02
2024-03-31	$239,819	1,405	-9.6%	Shares	Sole	2024-05-03
2023-03-31	$216,938	1,554	-35.5%	Shares	Sole	2023-04-12
2022-03-31	$244,508	2,408	-14.8%	Shares	Sole	2022-04-20
2021-09-30	$199,430	2,826	—	Shares	Sole	2021-11-04
No filing history on record for this holder in this stock.