JEPPSON WEALTH MANAGEMENT, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1831263
MANHATTAN BEACH, CA
Position in VLO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$431,288
+$22,124 QoQ
Shares Held
1,656
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,257
of 1,955 holders
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $2,076,313 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
9,731 | $1,645,025 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
1,656 | $431,288 |
All Filings in VLO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,288 | 1,656 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $409,164 | 1,656 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $269,580 | 1,656 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $281,950 | 1,656 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $222,599 | 1,656 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $218,707 | 1,656 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $203,009 | 1,656 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $223,609 | 1,656 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $259,594 | 1,656 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $259,448 | 1,520 | Shares | Sole | 2024-04-17 | |
| 2023-09-30 | $215,399 | 1,520 | Shares | Sole | 2023-10-25 | |
| 2023-03-31 | $213,169 | 1,527 | Shares | Sole | 2023-04-28 | |
| 2020-09-30 | $22,959 | 530 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||