Sound View Wealth Advisors Group, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1784777 SAVANNAH, GA

Position in VLO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$388,836

+$20,193 QoQ

Shares Held

1,493

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,306

of 1,951 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Energy · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $1,137,572 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	2,466	$416,877
2	VLO	Valero Energy Corp/Tx This page	1,493	$388,836
3	MPC	Marathon Petroleum Corp	1,298	$331,859

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$388,836	1,493	+0.1%	Shares	Sole	2026-08-11
2026-03-31	$368,643	1,492	+0.1%	Shares	Sole	2026-05-06
2025-12-31	$242,719	1,491	+0.1%	Shares	Sole	2026-01-08
2025-09-30	$253,517	1,489	+0.1%	Shares	Sole	2025-11-10
2025-06-30	$200,016	1,488	—	Shares	Sole	2025-08-07
No filing history on record for this holder in this stock.