Position in VLO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$398,212
+$36,487 QoQ
Shares Held
1,529
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,291
of 1,955 holders
Holding Since
Dec 2022
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, 2026WealthPlan Investment Management, LLC holds $768,677 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
1,529 | $398,212 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,449 | $370,465 |
All Filings in VLO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,212 | 1,529 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $361,725 | 1,464 | Shares | Sole | 2026-04-29 | |
| 2023-03-31 | $144,346 | 1,034 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $267,167 | 2,106 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||