MITCHELL & PAHL PRIVATE WEALTH, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1836506
OKLAHOMA CITY, OK
Position in VLO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,002,962
+$248,335 QoQ
Shares Held
15,370
+1.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#532
of 1,955 holders
Holding Since
Dec 2020
23 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, 2026MITCHELL & PAHL PRIVATE WEALTH, LLC holds $7,554,702 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
15,370 | $4,002,962 | |
| 2 | PSX |
Phillips 66
|
21,010 | $3,551,740 |
All Filings in VLO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,002,962 | 15,370 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,754,627 | 15,196 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,413,524 | 14,826 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,536,874 | 14,900 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,026,381 | 15,075 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,879,091 | 14,228 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,738,939 | 14,185 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,773,889 | 13,137 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,992,889 | 12,713 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,203,095 | 12,907 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,674,790 | 12,883 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,847,189 | 13,035 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,423,552 | 12,136 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,639,322 | 11,743 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,473,986 | 11,619 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,258,051 | 11,774 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,179,708 | 11,100 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,081,096 | 10,647 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $719,854 | 9,584 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $635,482 | 9,005 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $681,326 | 8,726 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $574,375 | 8,022 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $391,351 | 6,918 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||