Spire Wealth Management

Position in VLO — Valero Energy Corp/Tx

CIK 1858740 MCLEAN, VA

Position in VLO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$588,854

+$463,832 QoQ

Shares Held

2,261

+346.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,124

of 1,955 holders

Holding Since

Mar 2021

22 quarters on record

Energy · as of Jun 30, 2026

Spire Wealth Management holds $3,479,655 across 6 Oil & Gas Refining & Marketing names. VLO ranks #2 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	10,620	$2,715,214
2	VLO	Valero Energy Corp/Tx This page	2,261	$588,854
3	PSX	Phillips 66	415	$70,155
4	SGU	Star Group, L.P.	4,537	$58,255
5	IEP	Icahn Enterprises L.P.	5,500	$39,655
6	DINO	HF Sinclair Corp	108	$7,522

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$588,854	2,261	+346.8%	Shares	Sole	2026-07-15
2026-03-31	$125,022	506	-95.4%	Shares	Sole	2026-04-22
2025-12-31	$1,775,224	10,905	-6.5%	Shares	Sole	2026-01-14
2025-09-30	$1,985,230	11,660	+1026.6%	Shares	Sole	2025-10-23
2025-06-30	$131,068	1,035	-49.7%	Shares	Sole	2025-08-04
2025-03-31	$271,667	2,057	-2.9%	Shares	Sole	2025-04-23
2024-12-31	$259,645	2,118	+5.8%	Shares	Sole	2025-01-24
2024-09-30	$270,195	2,001	-6.9%	Shares	Sole	2024-10-15
2024-06-30	$337,034	2,150	-19.8%	Shares	Sole	2024-07-31
2024-03-31	$457,619	2,681	+15.0%	Shares	Sole	2024-04-24
2023-12-31	$303,160	2,332	-13.1%	Shares	Sole	2024-02-06
2023-09-30	$380,207	2,683	+11.7%	Shares	Sole	2023-11-08
2023-06-30	$281,637	2,401	-13.8%	Shares	Sole	2023-08-09
2023-03-31	$388,786	2,785	+64.7%	Shares	Sole	2023-05-09
2022-12-31	$214,520	1,691	+0.8%	Shares	Sole	2023-02-03
2022-09-30	$179,294	1,678	-45.3%	Shares	Sole	2022-11-07
2022-06-30	$325,960	3,067	-46.1%	Shares	Sole	2022-07-22
2022-03-31	$578,270	5,695	-15.9%	Shares	Sole	2022-04-18
2021-12-31	$508,870	6,775	-3.8%	Shares	Sole	2022-01-14
2021-09-30	$496,742	7,039	+1.1%	Shares	Sole	2021-10-22
2021-06-30	$543,827	6,965	-20.4%	Shares	Sole	2021-07-26
2021-03-31	$626,428	8,749	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.