Envestnet Portfolio Solutions, Inc.

Position in VLO — Valero Energy Corp/Tx

CIK 1998033 BERWYN, PA

Position in VLO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,680,879

+$396,311 QoQ

Shares Held

6,454

+24.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#749

of 1,955 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $6,020,399 across 5 Oil & Gas Refining & Marketing names. VLO ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	16,403	$2,772,927
2	VLO	Valero Energy Corp/Tx This page	6,454	$1,680,879
3	MPC	Marathon Petroleum Corp	4,096	$1,047,224
4	DINO	HF Sinclair Corp	3,741	$260,560
5	PARR	Par Pacific Holdings, Inc.	4,615	$258,809

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,680,879	6,454	+24.1%	Shares	Sole	2026-07-20
2026-03-31	$1,284,568	5,199	-17.2%	Shares	Sole	2026-04-29
2025-12-31	$1,022,483	6,281	-2.0%	Shares	Sole	2026-02-06
2025-09-30	$1,090,685	6,406	+25.5%	Shares	Sole	2025-10-30
2025-06-30	$685,945	5,103	-10.8%	Shares	Sole	2025-07-25
2025-03-31	$755,440	5,720	-31.0%	Shares	Sole	2025-04-21
2024-12-31	$1,016,516	8,292	-57.0%	Shares	Sole	2025-02-10
2024-09-30	$2,601,893	19,269	-0.9%	Shares	Sole	2024-10-31
2024-06-30	$3,048,825	19,449	+3.9%	Shares	Sole	2024-07-16
2024-03-31	$3,194,804	18,717	+54.4%	Shares	Sole	2024-05-06
2023-12-31	$1,576,120	12,124	+4.2%	Shares	Sole	2024-02-07
2023-09-30	$1,649,504	11,640	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.