Position in VLO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,169,115
+$66,150 QoQ
Shares Held
4,489
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#867
of 1,955 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $1,566,945 across 7 Oil & Gas Refining & Marketing names. VLO ranks #1 (74.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
4,489 | $1,169,115 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,042 | $266,408 | |
| 3 | PSX |
Phillips 66
|
745 | $125,942 | |
| 4 | UGP |
Ultrapar Holdings Inc
|
510 | $2,560 | |
| 5 | PBF |
PBF Energy Inc.
|
28 | $1,274 | |
| 6 | DINO |
HF Sinclair Corp
|
18 | $1,253 | |
| 7 | CLNE |
Clean Energy Fuels Corp.
|
192 | $393 |
All Filings in VLO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,169,115 | 4,489 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,102,965 | 4,464 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $721,648 | 4,433 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||