Heritage Wealth Management, Inc.

Position in VLO — Valero Energy Corp/Tx

CIK 1944755 CINCINNATI, OH

Position in VLO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,465,764

+$67,740 QoQ

Shares Held

17,147

-3.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.46%

of 13F equity value

Holder Rank

#501

of 1,955 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Heritage Wealth Management, Inc. holds $7,329,126 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (60.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	17,147	$4,465,764
2	MPC	Marathon Petroleum Corp	7,219	$1,845,681
3	PSX	Phillips 66	6,020	$1,017,681

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,465,764	17,147	-3.7%	Shares	Sole	2026-07-28
2026-03-31	$4,398,024	17,800	-0.7%	Shares	Sole	2026-04-20
2025-12-31	$2,919,475	17,934	-1.0%	Shares	Sole	2026-01-26
2025-09-30	$3,084,940	18,119	-0.1%	Shares	Sole	2025-11-04
2025-06-30	$2,437,303	18,132	-6.3%	Shares	Sole	2025-08-14
2025-03-31	$2,555,422	19,349	+0.5%	Shares	Sole	2025-04-29
2024-12-31	$2,360,102	19,252	-2.0%	Shares	Sole	2025-02-05
2024-09-30	$2,653,339	19,650	-2.0%	Shares	Sole	2024-10-31
2024-06-30	$3,142,097	20,044	—	Shares	Sole	2024-09-09
No filing history on record for this holder in this stock.