Opal Wealth Advisors, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1844201 JERICHO, NY

Position in VLO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$387,795

-$4,815 QoQ

Shares Held

1,489

-6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,309

of 1,951 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Opal Wealth Advisors, LLC holds $387,795 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VLO	Valero Energy Corp/Tx This page	1,489	$387,795

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$387,795	1,489	-6.3%	Shares	Sole	2026-07-20
2026-03-31	$392,610	1,589	-17.7%	Shares	Sole	2026-04-14
2025-12-31	$314,347	1,931	-1.3%	Shares	Sole	2026-01-26
2025-09-30	$333,198	1,957	+1.4%	Shares	Sole	2025-10-24
2025-06-30	$259,430	1,930	-0.1%	Shares	Sole	2025-07-14
2025-03-31	$255,027	1,931	+5.3%	Shares	Sole	2025-04-16
2024-09-30	$247,645	1,834	+4.7%	Shares	Sole	2024-10-15
2024-06-30	$274,643	1,752	+30.9%	Shares	Sole	2024-07-12
2024-03-31	$228,383	1,338	-61.7%	Shares	Sole	2024-04-11
2022-12-31	$443,502	3,496	-0.2%	Shares	Sole	2023-02-03
2022-09-30	$374,402	3,504	0.0%	Shares	Sole	2022-10-17
2022-06-30	$372,405	3,504	+0.2%	Shares	Sole	2022-08-10
2022-03-31	$354,983	3,496	+0.3%	Shares	Sole	2022-05-09
2021-12-31	$261,908	3,487	-81.6%	Shares	Sole	2022-01-31
2021-09-30	$1,335,607	18,926	+364.4%	Shares	Sole	2021-11-05
2021-06-30	$318,176	4,075	+21.6%	Shares	Sole	2021-08-02
2021-03-31	$239,860	3,350	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.