Arkadios Wealth Advisors

Position in VLO — Valero Energy Corp/Tx

CIK 1800798 ATLANTA, GA

Position in VLO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,673,416

-$103,021 QoQ

Shares Held

10,265

-8.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#621

of 1,964 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Arkadios Wealth Advisors holds $13,176,440 across 6 Oil & Gas Refining & Marketing names. VLO ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	41,098	$6,947,616
2	VLO	Valero Energy Corp/Tx This page	10,265	$2,673,416
3	MPC	Marathon Petroleum Corp	10,236	$2,617,037
4	SUN	Sunoco LP	5,340	$360,450
5	PBF	PBF Energy Inc.	6,664	$303,344
6	DK	Delek US Holdings, Inc.	5,404	$274,577

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,673,416	10,265	-8.6%	Shares	Sole	2026-08-10
2026-03-31	$2,776,437	11,237	-10.2%	Shares	Sole	2026-05-18
2025-12-31	$2,036,502	12,510	+37.1%	Shares	Sole	2026-02-13
2025-09-30	$1,553,281	9,123	+5.4%	Shares	Sole	2025-10-29
2025-06-30	$1,163,808	8,658	+9.5%	Shares	Sole	2025-08-04
2025-03-31	$1,043,881	7,904	+72.6%	Shares	Sole	2025-05-08
2024-12-31	$561,462	4,580	-24.4%	Shares	Sole	2025-01-15
2024-09-30	$818,281	6,060	-5.0%	Shares	Sole	2024-10-24
2024-06-30	$999,658	6,377	+258.3%	Shares	Sole	2024-07-29
2024-03-31	$303,828	1,780	+5.3%	Shares	Sole	2024-04-30
2023-12-31	$219,700	1,690	+5.0%	Shares	Sole	2024-01-24
2023-09-30	$228,011	1,609	-0.1%	Shares	Sole	2023-10-13
2023-03-31	$224,895	1,611	-9.5%	Shares	Sole	2023-05-02
2022-12-31	$225,937	1,781	-51.2%	Shares	Sole	2023-01-11
2021-12-31	$274,151	3,650	-54.7%	Shares	Sole	2022-02-03
2021-09-30	$569,005	8,063	-4.6%	Shares	Sole	2021-10-19
2021-06-30	$659,697	8,449	+0.4%	Shares	Sole	2021-07-28
2021-03-31	$602,657	8,417	+96.1%	Shares	Sole	2021-04-26
2020-12-31	$242,798	4,292	+602.5%	Shares	Sole	2021-02-09
2020-09-30	$26,468	611	-26.0%	Shares	Sole	2020-11-10
2020-06-30	$48,585	826	-11.9%	Shares	Sole	2020-08-10
2020-03-31	$42,547	938	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.