Quantum Financial Advisors, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1929139
SANTA MONICA, CA
Position in VLO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$282,056
+$18,669 QoQ
Shares Held
1,083
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,457
of 1,955 holders
Holding Since
Mar 2024
4 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, 2026Quantum Financial Advisors, LLC holds $585,024 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
1,185 | $302,968 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
1,083 | $282,056 |
All Filings in VLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,056 | 1,083 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $263,387 | 1,066 | Shares | Sole | 2026-04-08 | |
| 2024-06-30 | $201,593 | 1,286 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $202,950 | 1,189 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||