Position in VLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$371,127
+$20,768 QoQ
Shares Held
1,425
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,334
of 1,955 holders
Holding Since
Sep 2025
4 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, 2026Pine Harbor Wealth Management, LLC holds $371,127 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
|
1,425 | $371,127 |
All Filings in VLO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,127 | 1,425 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $350,359 | 1,418 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $229,696 | 1,411 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $238,534 | 1,401 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||