Position in VLO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$316,955
+$19,471 QoQ
Shares Held
1,217
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,399
of 1,964 holders
Holding Since
Mar 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Beacon Financial Advisory LLC holds $316,955 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
1,217 | $316,955 |
All Filings in VLO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,955 | 1,217 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $297,484 | 1,204 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $202,949 | 1,192 | Shares | Sole | 2025-10-29 | |
| 2024-06-30 | $226,831 | 1,447 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $244,598 | 1,433 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||