Position in VLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$819,865
+$45,764 QoQ
Shares Held
3,148
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.30%
of 13F equity value
Holder Rank
#982
of 1,955 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Daner Wealth Management, LLC holds $1,162,718 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (70.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
3,148 | $819,865 | |
| 2 | MPC |
Marathon Petroleum Corp
|
1,341 | $342,853 |
All Filings in VLO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,865 | 3,148 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $774,101 | 3,133 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $509,207 | 3,128 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $527,806 | 3,100 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $413,744 | 3,078 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $371,447 | 3,030 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||