Position in VLO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,088,639
-$146,761 QoQ
Shares Held
4,180
-16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#891
of 1,955 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026Evernest Financial Advisors, LLC holds $1,088,639 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
|
4,180 | $1,088,639 |
All Filings in VLO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,088,639 | 4,180 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,235,400 | 5,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $813,950 | 5,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $851,300 | 5,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $672,100 | 5,000 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $660,350 | 5,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $628,273 | 5,125 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||