Confluence Wealth Services, Inc.

Position in VLO — Valero Energy Corp/Tx

CIK 1910411 MCMURRAY, PA

Position in VLO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,490,848

+$383,750 QoQ

Shares Held

9,564

+12.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#635

of 1,955 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $11,491,491 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	29,654	$7,581,638
2	VLO	Valero Energy Corp/Tx This page	9,564	$2,490,848
3	PSX	Phillips 66	8,394	$1,419,005

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,490,848	9,564	+12.1%	Shares	Sole	2026-07-22
2026-03-31	$2,107,098	8,528	+15.2%	Shares	Sole	2026-05-07
2025-12-31	$1,204,646	7,400	+4.5%	Shares	Sole	2026-01-28
2025-09-30	$1,205,781	7,082	0.0%	Shares	Sole	2025-10-28
2025-06-30	$951,962	7,082	0.0%	Shares	Sole	2025-07-22
2025-03-31	$935,319	7,082	-0.2%	Shares	Sole	2025-04-24
2024-12-31	$869,898	7,096	-8.7%	Shares	Sole	2025-01-27
2024-09-30	$1,049,183	7,770	+0.2%	Shares	Sole	2024-10-29
2024-06-30	$1,215,830	7,756	-2.4%	Shares	Sole	2024-07-31
2024-03-31	$1,356,985	7,950	0.0%	Shares	Sole	2024-04-22
2023-12-31	$1,033,500	7,950	-0.6%	Shares	Sole	2024-01-25
2023-09-30	$1,133,254	7,997	0.0%	Shares	Sole	2023-11-01
2023-06-30	$938,048	7,997	+0.4%	Shares	Sole	2023-08-01
2023-03-31	$1,111,634	7,963	+1.0%	Shares	Sole	2023-05-12
2022-12-31	$1,000,417	7,886	+3.4%	Shares	Sole	2023-02-10
2022-09-30	$814,731	7,625	-1.3%	Shares	Sole	2022-11-08
2022-06-30	$821,013	7,725	-2.5%	Shares	Sole	2022-08-15
2022-03-31	$804,602	7,924	+2.1%	Shares	Sole	2022-04-26
2021-12-31	$582,853	7,760	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.