Position in VLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$123,709
-$24,539 QoQ
Shares Held
475
-20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,706
of 1,955 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026HighMark Wealth Management LLC holds $133,175 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (92.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
475 | $123,709 | |
| 2 | PSX |
Phillips 66
|
56 | $9,466 |
All Filings in VLO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,709 | 475 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $148,248 | 600 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $97,674 | 600 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $102,156 | 600 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $80,652 | 600 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $79,242 | 600 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $73,554 | 600 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $81,018 | 600 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $94,056 | 600 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $102,414 | 600 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $77,870 | 599 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $72,130 | 509 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $53,840 | 459 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $58,492 | 419 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $41,102 | 324 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $28,315 | 265 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $17,536 | 165 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $16,754 | 165 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $12,393 | 165 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $11,644 | 165 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $16,943 | 217 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $16,396 | 229 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $13,293 | 235 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $10,180 | 235 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $9,705 | 165 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $7,484 | 165 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||