Position in VLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$59,452,389
+$21,191,042 QoQ
Shares Held
240,620
+2.4% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 85%
Shared 3%
None 13%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Corient Private Wealth LLC holds $222,985,239 across 9 Oil & Gas Refining & Marketing names. VLO ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
706,748 | $128,755,350 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
240,620 | $59,452,389 | |
| 3 | MPC |
Marathon Petroleum Corp
|
124,118 | $30,307,132 | |
| 4 | DINO |
HF Sinclair Corp
|
29,111 | $1,816,235 | |
| 5 | WKC |
World Kinect Corp
|
36,031 | $831,235 | |
| 6 | PBF |
PBF Energy Inc.
|
13,539 | $644,727 | |
| 7 | CAPL |
CrossAmerica Partners LP
|
25,000 | $519,500 | |
| 8 | UGP |
Ultrapar Holdings Inc
|
60,846 | $335,261 |
All Filings in VLO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,452,389 | 240,620 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $38,261,347 | 235,035 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $37,923,710 | 222,740 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $30,169,626 | 224,443 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $33,223,527 | 251,560 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $31,481,601 | 256,804 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $40,677,921 | 301,251 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $29,815,907 | 190,201 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $47,039,774 | 275,586 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $41,556,580 | 319,666 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $47,989,949 | 338,649 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $39,695,023 | 338,406 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $22,422,691 | 160,621 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $19,702,498 | 155,309 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||