Position in VLO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$876,120
+$44,943 QoQ
Shares Held
3,364
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#961
of 1,955 holders
Holding Since
Dec 2022
15 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, 2026Forza Wealth Management, LLC holds $1,439,056 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
3,364 | $876,120 | |
| 2 | PSX |
Phillips 66
|
3,330 | $562,936 |
All Filings in VLO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $876,120 | 3,364 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $831,177 | 3,364 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $544,695 | 3,346 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $569,689 | 3,346 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $449,769 | 3,346 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $441,906 | 3,346 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $410,186 | 3,346 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $451,810 | 3,346 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $524,675 | 3,347 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $571,299 | 3,347 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $435,110 | 3,347 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $474,303 | 3,347 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $392,603 | 3,347 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $467,241 | 3,347 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $364,215 | 2,871 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||