Cassaday & Co Wealth Management LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1963612 MCLEAN, VA

Position in VLO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$283,619

+$15,538 QoQ

Shares Held

1,089

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,453

of 1,955 holders

Holding Since

Dec 2022

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $854,243 across 5 Oil & Gas Refining & Marketing names. VLO ranks #2 (33.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	2,078	$351,285
2	VLO	Valero Energy Corp/Tx This page	1,089	$283,619
3	MPC	Marathon Petroleum Corp	336	$85,905
4	SUN	Sunoco LP	1,196	$80,730
5	WKC	World Kinect Corp	1,600	$52,704

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$283,619	1,089	+0.4%	Shares	Sole	2026-08-10
2026-03-31	$268,081	1,085	-42.3%	Shares	Sole	2026-05-07
2023-06-30	$220,641	1,881	-8.7%	Shares	Sole	2023-08-07
2023-03-31	$287,715	2,061	+6.5%	Shares	Sole	2023-05-03
2022-12-31	$245,600	1,936	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.