Curated Wealth Partners LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1781284 EL SEGUNDO, CA

Position in VLO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$264,085

New position

Shares Held

1,014

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,495

of 1,951 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Curated Wealth Partners LLC holds $860,974 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (30.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	2,023	$341,987
2	VLO	Valero Energy Corp/Tx This page	1,014	$264,085
3	MPC	Marathon Petroleum Corp	997	$254,902

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$264,085	1,014	—	Shares	Other	2026-08-14
No filing history on record for this holder in this stock.