Athena Investment Management

Position in VLO — Valero Energy Corp/Tx

CIK 1921093 ORINDA, CA

Position in VLO

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$261,410

+$36,667 QoQ

Shares Held

1,058

-19.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Athena Investment Management holds $861,280 across 2 Oil & Gas Refining & Marketing names.

#	Ticker	Company	Shares	Value (USD)	Open
1	MPC	Marathon Petroleum Corp	2,246	$574,234
2	PSX	Phillips 66	1,698	$287,046

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$261,410	1,058	-19.8%	Shares	Sole	2026-05-12
2025-09-30	$224,743	1,320	-12.5%	Shares	Sole	2025-11-13
2025-06-30	$202,705	1,508	-0.5%	Shares	Sole	2025-08-12
2024-09-30	$204,570	1,515	0.0%	Shares	Sole	2024-11-12
2024-06-30	$237,491	1,515	-2.3%	Shares	Sole	2024-08-07
2024-03-31	$264,569	1,550	-4.7%	Shares	Sole	2024-05-09
2023-12-31	$211,510	1,627	0.0%	Shares	Sole	2024-02-13
2023-09-30	$230,562	1,627	0.0%	Shares	Sole	2023-11-17
2023-03-31	$227,129	1,627	-0.4%	Shares	Sole	2023-05-10
2022-12-31	$207,162	1,633	—	Shares	Sole	2023-02-24
No filing history on record for this holder in this stock.