Redwood Wealth Management Group, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1963839
MEDFORD, NJ
Position in VLO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$363,701
+$124,237 QoQ
Shares Held
1,472
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 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 Mar 31, 2026Redwood Wealth Management Group, LLC holds $941,326 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (38.6% of the industry book) .
All Filings in VLO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $363,701 | 1,472 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $239,464 | 1,471 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $254,368 | 1,494 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $211,980 | 1,577 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $209,330 | 1,585 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $526,617 | 3,900 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $636,915 | 4,063 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $684,637 | 4,011 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $538,590 | 4,143 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $593,623 | 4,189 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $512,131 | 4,366 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $586,040 | 4,198 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $518,984 | 4,091 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||