Atlantic Edge Private Wealth Management, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 2011145 JACKSONVILLE, FL

Back to VLO Full portfolio

Position in VLO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,995,230

+$57,876 QoQ

Shares Held

7,661

-2.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#695

of 1,951 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in VLO Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Atlantic Edge Private Wealth Management, LLC holds $2,692,010 across 4 Oil & Gas Refining & Marketing names. VLO ranks #1 (74.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx This page	7,661	$1,995,230
2	MPC	Marathon Petroleum Corp	2,680	$685,195
3	PSX	Phillips 66	60	$10,143
4	IEP	Icahn Enterprises L.P.	200	$1,442

All Filings in VLO

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,995,230	7,661	-2.3%	Shares	Sole	2026-07-23
2026-03-31	$1,937,354	7,841	-1.5%	Shares	Sole	2026-04-22
2025-12-31	$1,295,320	7,957	+5.1%	Shares	Sole	2026-01-27
2025-09-30	$1,289,208	7,572	+1.1%	Shares	Sole	2025-10-24
2025-06-30	$1,006,402	7,487	+1.9%	Shares	Sole	2025-07-30
2025-03-31	$970,318	7,347	+0.1%	Shares	Sole	2025-04-29
2024-12-31	$899,320	7,336	-2.4%	Shares	Sole	2025-01-29
2024-09-30	$1,014,885	7,516	+3.4%	Shares	Sole	2024-11-06
2024-06-30	$1,139,018	7,266	+0.1%	Shares	Sole	2024-07-26
2024-03-31	$1,239,380	7,261	+4.3%	Shares	Sole	2024-05-08
2023-12-31	$904,930	6,961	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.