Cyndeo Wealth Partners, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1950947 ST. PETERSBURG, FL

Position in VLO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$451,602

+$44,662 QoQ

Shares Held

1,734

+5.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,237

of 1,955 holders

Holding Since

Mar 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $1,727,214 across 4 Oil & Gas Refining & Marketing names. VLO ranks #3 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	3,152	$532,845
2	MPC	Marathon Petroleum Corp	2,068	$528,725
3	VLO	Valero Energy Corp/Tx This page	1,734	$451,602
4	SUN	Sunoco LP	3,171	$214,042

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$451,602	1,734	+5.3%	Shares	Sole	2026-07-21
2026-03-31	$406,940	1,647	-1.9%	Shares	Sole	2026-04-13
2025-12-31	$273,324	1,679	0.0%	Shares	Sole	2026-01-07
2025-09-30	$285,866	1,679	+2.0%	Shares	Sole	2025-10-10
2025-06-30	$221,255	1,646	+31.4%	Shares	Sole	2025-07-24
2024-03-31	$213,874	1,253	—	Shares	Sole	2024-04-17
No filing history on record for this holder in this stock.