Position in VLO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$671,935
-$28,042 QoQ
Shares Held
2,580
-8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,076
of 1,955 holders
Holding Since
Jun 2024
6 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, 2026Unique Wealth Strategies, LLC holds $671,935 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
|
2,580 | $671,935 |
All Filings in VLO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,935 | 2,580 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $699,977 | 2,833 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $555,439 | 3,412 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $477,978 | 3,899 | Shares | Sole | 2026-07-14 | |
| 2024-09-30 | $436,822 | 3,235 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $4,075 | 26 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||