Position in VLO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$40,488,002
+$402,732 QoQ
Shares Held
155,460
-4.2% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#145
of 1,955 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $40,488,002 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
155,460 | $40,488,002 |
All Filings in VLO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,488,002 | 155,460 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $40,085,270 | 162,236 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $25,209,008 | 154,856 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $25,275,437 | 148,452 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $19,824,664 | 147,483 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $19,249,862 | 145,755 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $17,613,363 | 143,677 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $20,021,843 | 148,277 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $23,088,866 | 147,288 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,863,216 | 145,663 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,607,160 | 143,132 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,402,035 | 129,857 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $15,068,709 | 128,463 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $18,018,870 | 129,075 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $21,167,098 | 166,854 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $17,610,375 | 164,814 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $17,316,731 | 162,935 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $16,079,874 | 158,360 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $11,264,246 | 149,970 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $10,880,976 | 154,187 | Shares | Sole | 2021-11-29 | |
| No filing history on record for this holder in this stock. | ||||||