Sovereign Investment Advisors, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1908165 PHOENIX, AZ

Position in VLO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$208,352

New position

Shares Held

800

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,638

of 1,955 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Sovereign Investment Advisors, LLC holds $10,267,994 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	42,129	$7,121,907
2	SUN	Sunoco LP	43,522	$2,937,735
3	VLO	Valero Energy Corp/Tx This page	800	$208,352

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,352	800	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.