Position in VLO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,345,693
+$465,595 QoQ
Shares Held
5,167
+45.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#818
of 1,955 holders
Holding Since
Jun 2025
5 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, 2026Arista Wealth Management, LLC holds $1,559,203 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (86.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
5,167 | $1,345,693 | |
| 2 | PSX |
Phillips 66
|
1,263 | $213,510 |
All Filings in VLO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,345,693 | 5,167 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $880,098 | 3,562 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $905,437 | 5,562 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $606,466 | 3,562 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $478,804 | 3,562 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||