Position in VLO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$53,650
+$22,765 QoQ
Shares Held
206
+64.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,769
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, 2026True Wealth Design, LLC holds $453,909 across 10 Oil & Gas Refining & Marketing names. VLO ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
1,637 | $276,734 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
206 | $53,650 | |
| 3 | PBF |
PBF Energy Inc.
|
1,143 | $52,029 | |
| 4 | DINO |
HF Sinclair Corp
|
340 | $23,681 | |
| 5 | WKC |
World Kinect Corp
|
592 | $19,500 | |
| 6 | MPC |
Marathon Petroleum Corp
|
75 | $19,175 | |
| 7 | PARR |
Par Pacific Holdings, Inc.
|
145 | $8,131 | |
| 8 | CLNE |
Clean Energy Fuels Corp.
|
284 | $582 |
All Filings in VLO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,650 | 206 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $30,885 | 125 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,627 | 96 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $16,855 | 99 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,871 | 66 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $51,903 | 393 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,006 | 49 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $37,268 | 276 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,578 | 93 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,337 | 84 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,010 | 77 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,486 | 74 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,562 | 73 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $821,825 | 5,887 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,133 | 72 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||