CATALYST FINANCIAL PARTNERS LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1927537 BOSTON, MA

Position in VLO

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

Position Value

$677,144

+$64,880 QoQ

Shares Held

2,600

+4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,072

of 1,955 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $2,179,293 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	4,465	$1,141,566
2	VLO	Valero Energy Corp/Tx This page	2,600	$677,144
3	PSX	Phillips 66	2,133	$360,583

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$677,144	2,600	+4.9%	Shares	Sole	2026-07-30
2026-03-31	$612,264	2,478	-34.4%	Shares	Sole	2026-05-12
2025-12-31	$614,532	3,775	+49.3%	Shares	Sole	2026-02-04
2025-09-30	$430,417	2,528	+8.0%	Shares	Sole	2025-11-12
2025-06-30	$314,542	2,340	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$308,779	2,338	+1.5%	Shares	Sole	2025-05-02
2024-12-31	$282,447	2,304	+1.8%	Shares	Sole	2025-01-30
2024-09-30	$305,707	2,264	0.0%	Shares	Sole	2024-10-28
2024-06-30	$354,904	2,264	+2.9%	Shares	Sole	2024-07-25
2024-03-31	$375,688	2,201	+6.0%	Shares	Sole	2024-04-23
2023-12-31	$269,880	2,076	+4.4%	Shares	Sole	2024-02-07
2023-09-30	$281,861	1,989	+10.4%	Shares	Sole	2023-10-26
2023-06-30	$211,257	1,801	+3.7%	Shares	Sole	2023-08-02
2023-03-31	$242,345	1,736	+9.4%	Shares	Sole	2023-04-11
2022-12-31	$201,326	1,587	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.