Accurate Wealth Management, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1877728
WESLEY CHAPEL, FL
Position in VLO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$566,457
+$63,156 QoQ
Shares Held
2,175
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,146
of 1,955 holders
Holding Since
Sep 2022
16 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, 2026Accurate Wealth Management, LLC holds $2,085,015 across 4 Oil & Gas Refining & Marketing names. VLO ranks #2 (27.2% of the industry book) .
All Filings in VLO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,457 | 2,175 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $503,301 | 2,037 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $319,231 | 1,961 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $316,002 | 1,856 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $309,569 | 2,303 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $328,061 | 2,484 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $354,775 | 2,894 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $377,003 | 2,792 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $477,020 | 3,043 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $551,158 | 3,229 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $460,070 | 3,539 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $517,950 | 3,655 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $446,209 | 3,804 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $462,076 | 3,310 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $359,140 | 2,831 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $243,618 | 2,280 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||