Position in VLO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$764,651
-$207,855 QoQ
Shares Held
2,936
-25.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#1,016
of 1,955 holders
Holding Since
Sep 2025
4 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, 2026Crestmont Private Wealth LLC holds $1,051,528 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
2,936 | $764,651 | |
| 2 | PSX |
Phillips 66
|
1,697 | $286,877 |
All Filings in VLO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,651 | 2,936 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $972,506 | 3,936 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,237,204 | 7,600 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,293,976 | 7,600 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||