Waterway Wealth Management, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1992193
THE WOODLANDS, TX
Position in VLO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$528,953
-$46,990 QoQ
Shares Held
2,031
-12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,165
of 1,955 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Waterway Wealth Management, LLC holds $528,953 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
2,031 | $528,953 |
All Filings in VLO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,953 | 2,031 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $575,943 | 2,331 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $428,300 | 2,631 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||