COLLECTIVE FAMILY OFFICE LLC

Family Office

Position in VLO — Valero Energy Corp/Tx

CIK 1845066 YORK, PA

Position in VLO

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$893,569

+$16,683 QoQ

Shares Held

3,431

-3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.83%

of 13F equity value

Holder Rank

#952

of 1,955 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

COLLECTIVE FAMILY OFFICE LLC holds $893,569 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	3,431	$893,569

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$893,569	3,431	-3.3%	Shares	Sole	2026-07-02
2026-03-31	$876,886	3,549	-32.4%	Shares	Sole	2026-04-02
2025-12-31	$854,484	5,249	+1.3%	Shares	Sole	2026-01-06
2025-09-30	$882,117	5,181	-2.2%	Shares	Sole	2025-10-06
2025-06-30	$711,888	5,296	+3.1%	Shares	Sole	2025-07-03
2025-03-31	$678,707	5,139	-2.5%	Shares	Sole	2025-04-03
2024-12-31	$646,294	5,272	+30.6%	Shares	Sole	2025-01-08
2024-09-30	$545,116	4,037	-1.0%	Shares	Sole	2024-10-04
2024-06-30	$639,267	4,078	+0.9%	Shares	Sole	2024-07-05
2024-03-31	$689,587	4,040	+1.5%	Shares	Sole	2024-04-09
2023-12-31	$517,660	3,982	-2.0%	Shares	Sole	2024-01-09
2023-09-30	$575,909	4,064	-0.4%	Shares	Sole	2023-10-13
2023-06-30	$478,818	4,082	-15.7%	Shares	Sole	2023-07-12
2023-03-31	$676,222	4,844	-1.5%	Shares	Sole	2023-04-12
2022-12-31	$624,024	4,919	-15.5%	Shares	Sole	2023-01-11
2022-09-30	$621,760	5,819	+0.5%	Shares	Sole	2022-10-14
2022-06-30	$615,361	5,790	+9.5%	Shares	Sole	2022-07-18
2022-03-31	$537,146	5,290	+17.8%	Shares	Sole	2022-04-25
2021-12-31	$337,243	4,490	+38.6%	Shares	Sole	2022-01-18
2021-09-30	$228,646	3,240	-5.8%	Shares	Sole	2021-10-08
2021-06-30	$268,595	3,440	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.