Smallwood Wealth Investment Management, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1921304
RED BANK, NJ
Position in VLO
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$123,540
+$42,145 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Smallwood Wealth Investment Management, LLC holds $78,327 across 3 Oil & Gas Refining & Marketing names.
All Filings in VLO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $123,540 | 500 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $81,395 | 500 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $85,130 | 500 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $67,210 | 500 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $66,035 | 500 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||