Private Wealth Asset Management, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1883006 OMAHA, NE

Position in VLO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$209,133

+$10,728 QoQ

Shares Held

803

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,633

of 1,955 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Private Wealth Asset Management, LLC holds $711,983 across 5 Oil & Gas Refining & Marketing names. VLO ranks #3 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	972	$248,511
2	PSX	Phillips 66	1,246	$210,636
3	VLO	Valero Energy Corp/Tx This page	803	$209,133
4	SUN	Sunoco LP	406	$27,405
5	DINO	HF Sinclair Corp	234	$16,298

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$209,133	803	0.0%	Shares	Sole	2026-08-11
2026-03-31	$198,405	803	0.0%	Shares	Sole	2026-05-06
2025-12-31	$130,720	803	0.0%	Shares	Sole	2026-02-10
2025-09-30	$136,718	803	0.0%	Shares	Sole	2025-11-03
2025-06-30	$107,939	803	+118.8%	Shares	Sole	2025-07-28
2025-03-31	$48,469	367	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.