NewEdge Wealth, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1861796 STAMFORD, CT

Position in VLO

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$2,264,982

+$24,341 QoQ

Shares Held

9,167

-33.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Energy · as of Mar 31, 2026

NewEdge Wealth, LLC holds $6,788,558 across 4 Oil & Gas Refining & Marketing names. VLO ranks #1 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	9,167	$2,264,982
2	CAPL	CrossAmerica Partners LP	93,975	$1,952,800
3	MPC	Marathon Petroleum Corp	5,560	$1,357,640
4	PSX	Phillips 66	6,659	$1,213,136

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,264,982	9,167	-33.4%	Shares	Sole	2026-05-13
2025-12-31	$2,240,641	13,764	+23.1%	Shares	Sole	2026-02-03
2025-09-30	$1,903,336	11,179	+16.6%	Shares	Sole	2025-11-07
2025-06-30	$1,289,087	9,590	+370.6%	Shares	Sole	2025-08-11
2025-03-31	$269,158	2,038	-9.7%	Shares	Sole	2025-05-09
2024-12-31	$276,685	2,257	-15.1%	Shares	Sole	2025-02-05
2024-09-30	$358,774	2,657	+13.7%	Shares	Sole	2024-11-12
2024-06-30	$366,191	2,336	-7.9%	Shares	Sole	2024-08-02
2024-03-31	$433,040	2,537	-2.9%	Shares	Sole	2024-05-06
2023-12-31	$339,690	2,613	-10.1%	Shares	Sole	2024-01-29
2023-09-30	$411,809	2,906	-5.9%	Shares	Sole	2023-11-08
2023-06-30	$362,222	3,088	+0.3%	Shares	Sole	2023-08-09
2023-03-31	$429,968	3,080	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.