Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$798,769
+$25,162 QoQ
Shares Held
3,067
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#997
of 1,955 holders
Holding Since
Jun 2020
23 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, 2026Element Wealth, LLC holds $1,012,764 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (78.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
3,067 | $798,769 | |
| 2 | MPC |
Marathon Petroleum Corp
|
837 | $213,995 |
All Filings in VLO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798,769 | 3,067 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $773,607 | 3,131 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $510,346 | 3,135 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $531,721 | 3,123 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $418,180 | 3,111 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $409,152 | 3,098 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $378,067 | 3,084 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $413,191 | 3,060 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $477,804 | 3,048 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $522,140 | 3,059 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $396,110 | 3,047 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $433,916 | 3,062 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $357,765 | 3,050 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $445,324 | 3,190 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $403,034 | 3,177 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $365,427 | 3,420 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $361,245 | 3,399 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $343,306 | 3,381 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $276,479 | 3,681 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $255,675 | 3,623 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $279,916 | 3,585 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $254,466 | 3,554 | Shares | Sole | 2021-05-05 | |
| 2020-06-30 | $199,988 | 3,400 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||