Position in VLO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,384,238
-$360,393 QoQ
Shares Held
5,315
-24.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#807
of 1,955 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Nicholas Wealth, LLC. holds $1,384,238 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
|
5,315 | $1,384,238 |
All Filings in VLO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,384,238 | 5,315 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,744,631 | 7,061 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,315,505 | 8,081 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,246,473 | 7,321 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $867,815 | 6,456 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $805,098 | 6,096 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $910,843 | 7,430 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $722,140 | 5,348 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $655,413 | 4,181 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $516,849 | 3,028 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $316,290 | 2,433 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $300,141 | 2,118 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||