Keudell/Morrison Wealth Management

Position in VLO — Valero Energy Corp/Tx

CIK 1785498 Salem, OR

Position in VLO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,205,837

+$183,668 QoQ

Shares Held

4,630

+11.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#854

of 1,955 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $1,452,814 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (83.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VLO	Valero Energy Corp/Tx This page	4,630	$1,205,837
2	MPC	Marathon Petroleum Corp	966	$246,977

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,205,837	4,630	+11.9%	Shares	Sole	2026-07-15
2026-03-31	$1,022,169	4,137	+5.3%	Shares	Sole	2026-04-20
2025-12-31	$639,764	3,930	+13.0%	Shares	Sole	2026-02-06
2025-06-30	$467,647	3,479	+0.7%	Shares	Sole	2025-07-22
2025-03-31	$456,169	3,454	-1.7%	Shares	Sole	2025-04-23
2024-12-31	$430,781	3,514	+1.4%	Shares	Sole	2025-01-23
2024-09-30	$467,878	3,465	+0.3%	Shares	Sole	2024-10-31
2024-06-30	$541,449	3,454	+13.1%	Shares	Sole	2024-07-16
2024-03-31	$521,287	3,054	+6.6%	Shares	Sole	2024-05-07
2023-12-31	$372,450	2,865	+0.7%	Shares	Sole	2024-02-14
2023-09-30	$403,164	2,845	-0.9%	Shares	Sole	2023-10-18
2023-06-30	$336,651	2,870	+6.1%	Shares	Sole	2023-07-20
2023-03-31	$377,618	2,705	-6.9%	Shares	Sole	2023-04-18
2022-12-31	$368,528	2,905	+0.2%	Shares	Sole	2023-01-20
2022-09-30	$309,865	2,900	-3.7%	Shares	Sole	2022-10-12
2022-06-30	$319,902	3,010	-26.2%	Shares	Sole	2022-07-18
2022-03-31	$413,877	4,076	+4.5%	Shares	Sole	2022-04-18
2021-12-31	$292,929	3,900	+32.2%	Shares	Sole	2022-02-08
2021-09-30	$208,181	2,950	—	Shares	Sole	2021-12-08
No filing history on record for this holder in this stock.