Position in VLO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$706,573
+$27,598 QoQ
Shares Held
2,713
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,045
of 1,955 holders
Holding Since
Dec 2020
23 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, 2026Phoenix Wealth Advisors holds $4,376,715 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
14,355 | $3,670,142 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
2,713 | $706,573 |
All Filings in VLO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $706,573 | 2,713 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $678,975 | 2,748 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $465,091 | 2,857 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $499,542 | 2,934 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $403,797 | 3,004 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $407,435 | 3,085 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $392,288 | 3,200 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $434,526 | 3,218 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $559,319 | 3,568 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $540,575 | 3,167 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $415,350 | 3,195 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $449,504 | 3,172 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $387,676 | 3,305 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $463,751 | 3,322 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $407,347 | 3,211 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $332,410 | 3,111 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $331,912 | 3,123 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $299,746 | 2,952 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $204,674 | 2,725 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $231,822 | 3,285 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $256,727 | 3,288 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $215,587 | 3,011 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $139,162 | 2,460 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||