Compound Planning, Inc.

Position in VLO — Valero Energy Corp/Tx

CIK 1978879 NEW YORK, NY

Position in VLO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,317,744

+$293,980 QoQ

Shares Held

12,739

+4.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#573

of 1,955 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Compound Planning, Inc. holds $6,922,576 across 5 Oil & Gas Refining & Marketing names. VLO ranks #1 (47.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	12,739	$3,317,744
2	MPC	Marathon Petroleum Corp	4,828	$1,234,374
3	PSX	Phillips 66	6,956	$1,175,910
4	UGP	Ultrapar Holdings Inc	168,433	$845,533
5	DINO	HF Sinclair Corp	5,011	$349,015

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,317,744	12,739	+4.1%	Shares	Sole	2026-08-04
2026-03-31	$3,023,764	12,238	+1.6%	Shares	Other	2026-05-14
2025-12-31	$1,961,130	12,047	+105.7%	Shares	Sole	2026-02-19
2025-09-30	$997,383	5,858	+5.4%	Shares	Sole	2025-11-10
2025-06-30	$746,837	5,556	+17.2%	Shares	Sole	2025-08-14
2025-03-31	$625,879	4,739	-6.3%	Shares	Sole	2025-05-14
2024-12-31	$620,060	5,058	-8.4%	Shares	Sole	2025-01-17
2024-09-30	$745,365	5,520	-4.4%	Shares	Sole	2024-10-08
2024-06-30	$905,289	5,775	+42.6%	Shares	Sole	2024-07-26
2024-03-31	$691,123	4,049	+150.2%	Shares	Sole	2024-05-07
2023-12-31	$210,340	1,618	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.