Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,839,748
+$299,812 QoQ
Shares Held
7,064
-39.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#719
of 1,955 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Alaethes Wealth, LLC holds $2,174,675 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (84.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
7,064 | $1,839,748 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,310 | $334,927 |
All Filings in VLO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,839,748 | 7,064 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $1,539,936 | 11,660 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,360,258 | 11,096 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,496,807 | 11,085 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,774,836 | 11,322 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,913,946 | 11,213 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,512,290 | 11,633 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,601,748 | 11,303 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,341,090 | 11,433 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,568,964 | 11,239 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,412,712 | 11,136 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,217,555 | 11,395 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $11,575 | 114 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,562 | 114 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $8,044 | 114 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $8,901 | 114 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||