Position in VLO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$862,577
+$28,188 QoQ
Shares Held
3,312
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#966
of 1,955 holders
Holding Since
Dec 2022
12 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, 2026Fiduciary Alliance LLC holds $1,912,039 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
6,208 | $1,049,462 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
3,312 | $862,577 |
All Filings in VLO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $862,577 | 3,312 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $834,389 | 3,377 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $478,928 | 2,942 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $474,174 | 2,785 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $445,199 | 3,312 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $504,243 | 3,818 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $373,163 | 3,044 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $360,260 | 2,668 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $418,078 | 2,667 | Shares | Sole | 2024-07-10 | |
| 2023-06-30 | $124,103 | 1,058 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $7,753,942 | 55,544 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $6,206,244 | 48,922 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||