Annis Gardner Whiting Capital Advisors, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1998414 TAMPA, FL

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Position in VLO

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$155,166

+$106,004 QoQ

Shares Held

628

+107.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 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 Mar 31, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $6,251,759 across 6 Oil & Gas Refining & Marketing names. VLO ranks #4 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP	56,800	$3,690,296
2	PSX	Phillips 66	8,255	$1,503,895
3	MPC	Marathon Petroleum Corp	3,661	$893,942
4	VLO	Valero Energy Corp/Tx This page	628	$155,166
5	PARR	Par Pacific Holdings, Inc.	134	$8,393
6	CVI	Cvr Energy Inc	2	$67

All Filings in VLO

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$155,166	628	+107.9%	Shares	Sole	2026-05-06
2025-12-31	$49,162	302	+2.0%	Shares	Sole	2026-02-09
2025-09-30	$50,396	296	-5.1%	Shares	Sole	2025-11-03
2025-06-30	$41,939	312	+32.2%	Shares	Sole	2025-08-11
2025-03-31	$31,168	236	0.0%	Shares	Sole	2025-05-09
2024-12-31	$28,931	236	+3.5%	Shares	Sole	2025-02-12
2024-09-30	$30,786	228	-62.4%	Shares	Sole	2024-11-14
2024-06-30	$95,153	607	+12.8%	Shares	Sole	2024-08-12
2024-03-31	$91,831	538	+174.5%	Shares	Sole	2024-05-13
2023-12-31	$25,480	196	0.0%	Shares	Sole	2024-02-09
2023-09-30	$27,775	196	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.