Mattern Wealth Management LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1802376 LAWRENCE, KS

Position in VLO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$542,496

+$27,829 QoQ

Shares Held

2,083

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,155

of 1,955 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Mattern Wealth Management LLC holds $3,095,658 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66	15,103	$2,553,162
2	VLO	Valero Energy Corp/Tx This page	2,083	$542,496

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$542,496	2,083	0.0%	Shares	Sole	2026-07-23
2026-03-31	$514,667	2,083	0.0%	Shares	Sole	2026-04-23
2025-12-31	$339,091	2,083	0.0%	Shares	Sole	2026-01-16
2025-09-30	$354,651	2,083	0.0%	Shares	Sole	2025-10-20
2025-06-30	$279,996	2,083	0.0%	Shares	Sole	2025-07-17
2025-03-31	$275,101	2,083	0.0%	Shares	Sole	2025-04-23
2024-12-31	$255,354	2,083	0.0%	Shares	Sole	2025-01-22
2024-09-30	$281,267	2,083	-1.0%	Shares	Sole	2024-10-21
2024-06-30	$329,823	2,104	0.0%	Shares	Sole	2024-07-17
2024-03-31	$359,131	2,104	0.0%	Shares	Sole	2024-05-14
2023-12-31	$273,520	2,104	+1.0%	Shares	Sole	2024-02-12
2023-09-30	$295,181	2,083	0.0%	Shares	Sole	2023-11-01
2023-06-30	$244,335	2,083	0.0%	Shares	Sole	2023-07-26
2023-03-31	$290,786	2,083	0.0%	Shares	Sole	2023-05-05
2022-12-31	$264,249	2,083	0.0%	Shares	Sole	2023-02-06
2022-09-30	$222,568	2,083	0.0%	Shares	Sole	2022-11-01
2022-06-30	$221,381	2,083	0.0%	Shares	Sole	2022-07-25
2022-03-31	$211,507	2,083	—	Shares	Sole	2022-04-14
No filing history on record for this holder in this stock.