Rothschild Wealth LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1811345 OAK BROOK, IL

Position in VLO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$240,646

New position

Shares Held

924

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,556

of 1,955 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Rothschild Wealth LLC holds $1,438,100 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	5,444	$920,308
2	MPC	Marathon Petroleum Corp	1,084	$277,146
3	VLO	Valero Energy Corp/Tx This page	924	$240,646

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,646	924	—	Shares	Sole	2026-08-11
No filing history on record for this holder in this stock.