BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in VLO — Valero Energy Corp/Tx

CIK 2010186 CINCINNATI, OH

Position in VLO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$133,084

+$21,404 QoQ

Shares Held

511

+13.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,696

of 1,955 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $6,469,406 across 5 Oil & Gas Refining & Marketing names. VLO ranks #3 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	12,947	$3,310,159
2	PSX	Phillips 66	17,768	$3,003,680
3	VLO	Valero Energy Corp/Tx This page	511	$133,084
4	SUN	Sunoco LP	330	$22,275
5	DINO	HF Sinclair Corp	3	$208

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$133,084	511	+13.1%	Shares	Sole	2026-07-24
2026-03-31	$111,680	452	-2.8%	Shares	Sole	2026-05-06
2025-12-31	$75,697	465	+4.5%	Shares	Sole	2026-01-22
2025-09-30	$75,765	445	+9.9%	Shares	Sole	2025-10-09
2025-06-30	$54,440	405	-0.5%	Shares	Sole	2025-07-18
2025-03-31	$53,752	407	-71.8%	Shares	Sole	2025-04-24
2024-12-31	$176,897	1,443	-11.4%	Shares	Sole	2025-01-17
2024-09-30	$219,828	1,628	0.0%	Shares	Sole	2024-10-17
2024-06-30	$255,205	1,628	-4.1%	Shares	Sole	2024-07-12
2024-03-31	$289,831	1,698	-6.8%	Shares	Sole	2024-05-09
2023-12-31	$236,730	1,821	+120.7%	Shares	Sole	2024-02-14
2023-09-30	$116,910	825	0.0%	Shares	Sole	2024-02-14
2023-06-30	$96,772	825	+13.8%	Shares	Sole	2024-02-14
2023-03-31	$101,210	725	0.0%	Shares	Sole	2024-02-14
2022-12-31	$91,973	725	0.0%	Shares	Sole	2024-02-14
2022-09-30	$77,466	725	0.0%	Shares	Sole	2024-02-14
2022-06-30	$77,053	725	0.0%	Shares	Sole	2024-02-14
2022-03-31	$73,616	725	0.0%	Shares	Sole	2024-02-14
2021-09-30	$51,163	725	-1.4%	Shares	Sole	2024-02-14
2021-06-30	$57,388	735	0.0%	Shares	Sole	2024-02-14
2021-03-31	$52,626	735	0.0%	Shares	Sole	2024-02-14
2020-12-31	$41,578	735	+1.4%	Shares	Sole	2024-02-13
2020-09-30	$31,407	725	-86.1%	Shares	Sole	2024-02-13
2020-06-30	$307,334	5,225	-22.1%	Shares	Sole	2024-02-13
2020-03-31	$304,138	6,705	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.