ELEVATION WEALTH PARTNERS, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1976256 WALNUT CREEK, CA

Position in VLO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$22,918

+$11,553 QoQ

Shares Held

+91.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,830

of 1,955 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $60,472 across 5 Oil & Gas Refining & Marketing names. VLO ranks #1 (37.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	88	$22,918
2	MPC	Marathon Petroleum Corp	74	$18,919
3	PSX	Phillips 66	71	$12,002
4	DINO	HF Sinclair Corp	58	$4,039
5	PBF	PBF Energy Inc.	57	$2,594

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,918	88	+91.3%	Shares	Sole	2026-07-08
2026-03-31	$11,365	46	+15.0%	Shares	Sole	2026-04-14
2025-12-31	$6,511	40	0.0%	Shares	Sole	2026-01-09
2025-09-30	$6,810	40	+100.0%	Shares	Sole	2025-10-14
2025-06-30	$2,688	20	0.0%	Shares	Sole	2025-07-08
2025-03-31	$2,641	20	0.0%	Shares	Sole	2025-04-09
2024-12-31	$2,451	20	—	Shares	Sole	2025-01-29
No filing history on record for this holder in this stock.