CFS Investment Advisory Services, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1845688
TOTOWA, NJ
Position in VLO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$321,903
+$19,230 QoQ
Shares Held
1,236
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,387
of 1,955 holders
Holding Since
Mar 2022
6 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, 2026CFS Investment Advisory Services, LLC holds $1,205,358 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
5,226 | $883,455 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
1,236 | $321,903 |
All Filings in VLO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,903 | 1,236 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $302,673 | 1,225 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $202,347 | 1,243 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $211,462 | 1,242 | Shares | Sole | 2025-10-31 | |
| 2022-09-30 | $1,000 | 106,850 | Shares | Sole | 2022-10-31 | |
| 2022-03-31 | $1,000 | 101,540 | Shares | Sole | 2022-05-27 | |
| No filing history on record for this holder in this stock. | ||||||