Position in VLO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$453,686
+$25,497 QoQ
Shares Held
1,742
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,234
of 1,955 holders
Holding Since
Dec 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 Jun 30, 2026BALANCED WEALTH GROUP LLC holds $453,686 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
|
1,742 | $453,686 |
All Filings in VLO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,686 | 1,742 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $428,189 | 1,733 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $278,696 | 1,712 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $289,271 | 1,699 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $228,379 | 1,699 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $222,670 | 1,686 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $204,847 | 1,671 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $223,609 | 1,656 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $257,713 | 1,644 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $278,736 | 1,633 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $210,730 | 1,621 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||