Position in VLO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$600,835
+$91,851 QoQ
Shares Held
2,307
+12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,117
of 1,955 holders
Holding Since
Mar 2020
11 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, 2026Keebeck Wealth Management holds $1,033,095 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
2,307 | $600,835 | |
| 2 | PSX |
Phillips 66
|
2,557 | $432,260 |
All Filings in VLO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,835 | 2,307 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $508,984 | 2,060 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $272,184 | 1,672 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $248,749 | 1,461 | Shares | Other | 2025-11-14 | |
| 2024-03-31 | $207,559 | 1,216 | Shares | Other | 2024-05-14 | |
| 2023-06-30 | $3,075,136 | 26,216 | Shares | Sole | 2023-08-14 | |
| 2021-03-31 | $851,538 | 11,893 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $672,787 | 11,893 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $515,204 | 11,893 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $658,784 | 11,200 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $517,376 | 11,406 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||