Position in VLO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,854
+$454 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,881
of 1,955 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Acumen Wealth Advisors, LLC holds $8,854 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
34 | $8,854 |
All Filings in VLO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,854 | 34 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,400 | 34 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,534 | 34 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||