Cladis Investment Advisory, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1911520 BILLINGS, MT

Position in VLO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$868,306

+$19,834 QoQ

Shares Held

3,334

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#965

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

Cladis Investment Advisory, LLC holds $2,748,671 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (31.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	7,079	$1,196,704
2	VLO	Valero Energy Corp/Tx This page	3,334	$868,306
3	MPC	Marathon Petroleum Corp	2,674	$683,661

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$868,306	3,334	-2.9%	Shares	Sole	2026-08-13
2026-03-31	$848,472	3,434	0.0%	Shares	Sole	2026-05-15
2025-12-31	$559,020	3,434	-0.5%	Shares	Sole	2026-02-13
2025-09-30	$587,397	3,450	0.0%	Shares	Sole	2025-11-13
2025-06-30	$463,749	3,450	+1.5%	Shares	Sole	2025-08-11
2025-03-31	$449,038	3,400	-1.4%	Shares	Sole	2025-05-13
2024-12-31	$422,935	3,450	0.0%	Shares	Sole	2025-02-14
2024-09-30	$465,853	3,450	0.0%	Shares	Sole	2024-11-14
2024-06-30	$540,822	3,450	-5.2%	Shares	Sole	2024-10-09
2024-03-31	$620,970	3,638	-2.7%	Shares	Sole	2024-10-09
2023-12-31	$485,940	3,738	0.0%	Shares	Sole	2024-10-09
2023-09-30	$529,711	3,738	0.0%	Shares	Sole	2024-10-09
2023-06-30	$438,467	3,738	+3.1%	Shares	Sole	2024-10-09
2023-03-31	$506,050	3,625	-15.2%	Shares	Sole	2024-10-09
2022-12-31	$542,326	4,275	-1.2%	Shares	Sole	2024-10-09
2022-09-30	$462,126	4,325	-7.5%	Shares	Sole	2024-10-09
2022-06-30	$496,859	4,675	-61.7%	Shares	Sole	2024-10-09
2022-03-31	$1,238,788	12,200	-40.9%	Shares	Sole	2024-10-09
2021-12-31	$1,551,021	20,650	—	Shares	Sole	2024-10-01
No filing history on record for this holder in this stock.