San Luis Wealth Advisors LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1844709
SAN LUIS OBISPO, CA
Position in VLO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$259,137
+$16,258 QoQ
Shares Held
995
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,516
of 1,955 holders
Holding Since
Mar 2026
2 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, 2026San Luis Wealth Advisors LLC holds $1,518,221 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
7,448 | $1,259,084 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
995 | $259,137 |
All Filings in VLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,137 | 995 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $242,879 | 983 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||