BAKER TILLY WEALTH MANAGEMENT, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1840565 MADISON, WI

Position in VLO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$218,248

-$17,832 QoQ

Shares Held

838

-44.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,614

of 1,955 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $890,915 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MPC	Marathon Petroleum Corp	2,631	$672,667
2	VLO	Valero Energy Corp/Tx This page	838	$218,248

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$218,248	838	-44.4%	Shares	Sole	2026-07-17
2024-06-30	$236,080	1,506	-43.1%	Shares	Sole	2024-07-18
2024-03-31	$451,816	2,647	-0.8%	Shares	Sole	2024-05-09
2023-12-31	$346,840	2,668	+1.6%	Shares	Sole	2024-01-10
2023-09-30	$372,272	2,627	-2.1%	Shares	Sole	2023-10-10
2023-06-30	$314,715	2,683	-19.3%	Shares	Sole	2023-07-20
2023-03-31	$464,170	3,325	-50.9%	Shares	Sole	2023-04-12
2022-12-31	$859,730	6,777	-0.3%	Shares	Sole	2023-01-26
2022-09-30	$726,045	6,795	-30.7%	Shares	Sole	2022-10-20
2022-06-30	$1,042,713	9,811	-3.6%	Shares	Sole	2022-07-28
2022-03-31	$1,033,778	10,181	-1.3%	Shares	Sole	2022-04-27
2021-12-31	$774,909	10,317	-12.4%	Shares	Sole	2022-02-08
2021-09-30	$831,173	11,778	+0.2%	Shares	Sole	2021-11-02
2021-06-30	$918,064	11,758	+166.2%	Shares	Sole	2021-07-30
2021-03-31	$316,257	4,417	+1.0%	Shares	Sole	2021-04-28
2020-12-31	$247,437	4,374	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.