Strait & Sound Wealth Management LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1966210
SAN FRANCISCO, CA
Position in VLO
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,006,340
+$105,734 QoQ
Shares Held
3,864
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#917
of 1,951 holders
Holding Since
Jun 2024
9 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, 2026Strait & Sound Wealth Management LLC holds $1,294,570 across 2 Oil & Gas Refining & Marketing names. VLO ranks #1 (77.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
3,864 | $1,006,340 | |
| 2 | PSX |
Phillips 66
|
1,705 | $288,230 |
All Filings in VLO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,006,340 | 3,864 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $900,606 | 3,645 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $592,230 | 3,638 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $627,578 | 3,686 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $527,867 | 3,927 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $742,893 | 5,625 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $480,185 | 3,917 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $379,434 | 2,810 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $272,135 | 1,736 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||