MOSAIC FAMILY WEALTH PARTNERS, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1965241
ST. LOUIS, MO
Position in VLO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$700,583
New position
Shares Held
2,690
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,053
of 1,955 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $1,138,084 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (61.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
2,690 | $700,583 | |
| 2 | PSX |
Phillips 66
|
2,588 | $437,501 |
All Filings in VLO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,583 | 2,690 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||