AXXCESS WEALTH MANAGEMENT, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1911056 CARLSBAD, CA

Position in VLO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$705,011

-$295,496 QoQ

Shares Held

2,707

-56.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#345

of 775 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 29% Shared 0% None 71%

Energy · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $5,409,114 across 4 Oil & Gas Refining & Marketing names. VLO ranks #3 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	13,591	$2,297,558
2	MPC	Marathon Petroleum Corp	8,847	$2,261,912
3	VLO	Valero Energy Corp/Tx This page	2,707	$705,011
4	CSAN	Cosan S.A.	50,220	$144,633

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$705,011	2,707	-56.0%	Shares	Sole	2026-07-28
2025-12-31	$1,000,507	6,146	-3.1%	Shares	Sole	2026-02-19
2025-09-30	$1,079,618	6,341	-2.3%	Shares	Sole	2025-11-07
2025-06-30	$872,789	6,493	+127.8%	Shares	Sole	2025-07-28
2025-03-31	$376,399	2,850	0.0%	Shares	Sole	2025-04-30
2024-12-31	$349,381	2,850	0.0%	Shares	Sole	2025-02-10
2024-09-30	$384,835	2,850	-68.1%	Shares	Sole	2024-11-04
2024-06-30	$1,400,650	8,935	-46.0%	Shares	Sole	2024-08-09
2024-03-31	$2,824,407	16,547	-6.1%	Shares	Sole	2024-05-14
2023-12-31	$2,290,600	17,620	+9.4%	Shares	Sole	2024-02-06
2023-09-30	$2,283,231	16,112	+27.8%	Shares	Sole	2023-11-14
2023-03-31	$1,759,797	12,606	+30.1%	Shares	Sole	2023-05-03
2022-12-31	$1,228,765	9,686	—	Shares	Sole	2023-02-16
No filing history on record for this holder in this stock.