Williams Jones Wealth Management, LLC.

Position in VLO — Valero Energy Corp/Tx

CIK 1788587 New York, NY

Position in VLO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,390,057

+$749,693 QoQ

Shares Held

9,177

+38.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#646

of 1,955 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Williams Jones Wealth Management, LLC. holds $7,292,726 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (32.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	11,402	$2,915,149
2	VLO	Valero Energy Corp/Tx This page	9,177	$2,390,057
3	PSX	Phillips 66	11,757	$1,987,520

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,390,057	9,177	+38.2%	Shares	Sole	2026-08-05
2026-03-31	$1,640,364	6,639	+27.7%	Shares	Sole	2026-05-05
2025-12-31	$846,345	5,199	+0.7%	Shares	Sole	2026-02-13
2025-09-30	$879,052	5,163	+75.7%	Shares	Sole	2025-11-14
2025-06-30	$394,925	2,938	-64.6%	Shares	Sole	2025-08-14
2025-03-31	$1,095,784	8,297	-7.1%	Shares	Sole	2025-05-15
2024-12-31	$1,095,219	8,934	-31.4%	Shares	Sole	2025-02-14
2024-09-30	$1,759,305	13,029	-1.5%	Shares	Sole	2024-11-14
2024-06-30	$2,072,994	13,224	-7.4%	Shares	Sole	2024-08-05
2024-03-31	$2,437,282	14,279	+15.9%	Shares	Sole	2024-05-07
2023-12-31	$1,600,950	12,315	-17.2%	Shares	Sole	2024-02-14
2023-09-30	$2,106,519	14,865	-31.4%	Shares	Sole	2023-11-14
2023-06-30	$2,542,477	21,675	-39.3%	Shares	Sole	2023-08-14
2023-03-31	$4,987,628	35,728	-0.6%	Shares	Sole	2023-05-15
2022-12-31	$4,560,363	35,948	+7.5%	Shares	Sole	2023-02-14
2022-09-30	$3,571,888	33,429	-5.5%	Shares	Sole	2022-11-14
2022-06-30	$3,759,761	35,376	+384.6%	Shares	Sole	2022-08-15
2022-03-31	$741,242	7,300	-6.4%	Shares	Sole	2022-05-16
2021-12-31	$585,858	7,800	-16.8%	Shares	Sole	2022-02-14
2021-09-30	$661,382	9,372	-3.5%	Shares	Sole	2021-11-15
2021-06-30	$758,391	9,713	+124.6%	Shares	Sole	2021-08-16
2021-03-31	$309,598	4,324	-13.2%	Shares	Sole	2021-05-17
2020-12-31	$281,944	4,984	-57.8%	Shares	Sole	2021-02-16
2020-06-30	$693,958	11,798	+136.5%	Shares	Sole	2020-08-14
2020-03-31	$226,255	4,988	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.