EVOLUTION WEALTH MANAGEMENT INC.

Position in VLO — Valero Energy Corp/Tx

CIK 2010029 FORT MYERS, FL

Position in VLO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$38,284

-$1,990 QoQ

Shares Held

147

-9.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,788

of 1,951 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

EVOLUTION WEALTH MANAGEMENT INC. holds $164,652 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	439	$74,212
2	MPC	Marathon Petroleum Corp	204	$52,156
3	VLO	Valero Energy Corp/Tx This page	147	$38,284

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,284	147	-9.8%	Shares	Sole	2026-07-21
2026-03-31	$40,274	163	0.0%	Shares	Sole	2026-04-27
2025-12-31	$26,534	163	+31.5%	Shares	Sole	2026-02-10
2025-09-30	$21,112	124	-61.5%	Shares	Sole	2026-02-10
2025-06-30	$43,283	322	—	Shares	Sole	2025-08-29
No filing history on record for this holder in this stock.