Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$494,315
+$281,580 QoQ
Shares Held
1,898
+120.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,184
of 1,955 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $1,102,809 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
2,380 | $608,494 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
1,898 | $494,315 |
All Filings in VLO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,315 | 1,898 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $212,735 | 861 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $313,207 | 1,924 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $327,069 | 1,921 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $239,670 | 1,783 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $274,705 | 2,080 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $242,605 | 1,979 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $243,864 | 1,806 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $287,968 | 1,837 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $314,069 | 1,840 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $231,920 | 1,784 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $268,540 | 1,895 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $206,330 | 1,759 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $232,434 | 1,665 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||