Bison Wealth, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1845251 ATLANTA, GA

Position in VLO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$419,568

+$31,159 QoQ

Shares Held

1,611

+2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,271

of 1,955 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Energy · as of Jun 30, 2026

Bison Wealth, LLC holds $2,585,995 across 4 Oil & Gas Refining & Marketing names. VLO ranks #2 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP	23,859	$1,610,482
2	VLO	Valero Energy Corp/Tx This page	1,611	$419,568
3	PSX	Phillips 66	2,050	$346,552
4	MPC	Marathon Petroleum Corp	819	$209,393

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,568	1,611	+2.5%	Shares	Sole	2026-07-07
2026-03-31	$388,409	1,572	+1.0%	Shares	Sole	2026-05-15
2025-12-31	$253,464	1,557	—	Shares	Sole	2026-03-24
No filing history on record for this holder in this stock.