SOA Wealth Advisors, LLC.

Position in VLO — Valero Energy Corp/Tx

CIK 1849444 NEW YORK, NY

Position in VLO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$196,111

+$7,342 QoQ

Shares Held

753

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,662

of 1,955 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $310,780 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (63.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	753	$196,111
2	MPC	Marathon Petroleum Corp	389	$99,455
3	PSX	Phillips 66	90	$15,214

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$196,111	753	-1.4%	Shares	Sole	2026-07-21
2026-03-31	$188,769	764	0.0%	Shares	Sole	2026-05-20
2025-12-31	$124,371	764	0.0%	Shares	Sole	2026-01-20
2025-09-30	$130,078	764	0.0%	Shares	Sole	2025-10-21
2025-06-30	$102,696	764	+516.1%	Shares	Sole	2025-07-18
2025-03-31	$16,376	124	0.0%	Shares	Sole	2025-04-14
2024-12-31	$15,201	124	0.0%	Shares	Sole	2025-02-06
2024-09-30	$16,743	124	0.0%	Shares	Sole	2024-11-20
2024-06-30	$19,438	124	-42.3%	Shares	Sole	2024-07-17
2024-03-31	$36,698	215	0.0%	Shares	Sole	2024-04-10
2023-12-31	$27,950	215	0.0%	Shares	Sole	2024-02-13
2023-09-30	$30,467	215	0.0%	Shares	Sole	2023-10-10
2023-06-30	$25,219	215	0.0%	Shares	Sole	2023-07-07
2023-03-31	$30,014	215	0.0%	Shares	Sole	2023-04-28
2022-12-31	$27,274	215	0.0%	Shares	Sole	2023-01-10
2022-09-30	$22,972	215	-72.1%	Shares	Sole	2022-10-07
2022-06-30	$81,835	770	+0.5%	Shares	Sole	2022-07-13
2022-03-31	$77,779	766	+0.8%	Shares	Sole	2022-04-07
2021-12-31	$57,083	760	+0.9%	Shares	Sole	2022-01-13
2021-09-30	$53,139	753	+1.1%	Shares	Sole	2021-10-12
2021-06-30	$58,169	745	+1.2%	Shares	Sole	2021-07-14
2021-03-31	$52,697	736	+1.2%	Shares	Sole	2021-04-26
2020-12-31	$41,126	727	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.