Independent Solutions Wealth Management, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1818391 Williamsville, NY

Back to VLO Full portfolio

Position in VLO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,314,619

+$146,807 QoQ

Shares Held

12,727

-0.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#574

of 1,955 holders

Holding Since

Mar 2020

20 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, 2026

Independent Solutions Wealth Management, LLC holds $8,709,513 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	12,727	$3,314,619
2	MPC	Marathon Petroleum Corp	10,814	$2,764,815
3	PSX	Phillips 66	15,558	$2,630,079

All Filings in VLO

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20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,314,619	12,727	-0.7%	Shares	Sole	2026-07-29
2026-03-31	$3,167,812	12,821	-3.3%	Shares	Sole	2026-04-27
2025-12-31	$2,158,107	13,257	+0.1%	Shares	Sole	2026-02-05
2025-09-30	$2,254,923	13,244	-0.0%	Shares	Sole	2025-10-23
2025-06-30	$1,781,065	13,250	-1.4%	Shares	Sole	2025-07-23
2025-03-31	$1,773,964	13,432	+1.3%	Shares	Sole	2025-04-23
2024-12-31	$1,625,298	13,258	0.0%	Shares	Sole	2025-02-11
2024-09-30	$1,790,227	13,258	+2.1%	Shares	Sole	2024-12-19
2024-06-30	$2,035,528	12,985	-2.1%	Shares	Sole	2024-12-19
2024-03-31	$2,263,861	13,263	+5.1%	Shares	Sole	2024-12-19
2023-12-31	$1,641,250	12,625	+60.1%	Shares	Sole	2024-12-19
2023-09-30	$1,117,666	7,887	-5.7%	Shares	Sole	2024-12-19
2023-06-30	$980,745	8,361	+164.7%	Shares	Sole	2024-12-19
2023-03-31	$440,996	3,159	-18.2%	Shares	Sole	2024-12-19
2022-12-31	$489,806	3,861	-7.8%	Shares	Sole	2024-12-19
2022-09-30	$447,380	4,187	0.0%	Shares	Sole	2024-12-19
2022-06-30	$444,994	4,187	-27.3%	Shares	Sole	2024-12-19
2020-09-30	$249,393	5,757	+7.6%	Shares	Sole	2024-12-19
2020-06-30	$314,628	5,349	-41.9%	Shares	Sole	2024-12-19
2020-03-31	$417,720	9,209	—	Shares	Sole	2024-12-19
No filing history on record for this holder in this stock.