Financial Synergies Wealth Advisors, Inc.
Position in VLO — Valero Energy Corp/Tx
CIK 2017868
HOUSTON, TX
Position in VLO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,386,672
+$125,643 QoQ
Shares Held
9,164
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#647
of 1,955 holders
Holding Since
Jun 2022
11 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, 2026Financial Synergies Wealth Advisors, Inc. holds $2,386,672 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
|
9,164 | $2,386,672 |
All Filings in VLO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,386,672 | 9,164 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,261,029 | 9,151 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $547,951 | 3,366 | Shares | Sole | 2026-02-06 | |
| 2024-03-31 | $1,536 | 9 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,170 | 9 | Shares | Sole | 2024-04-04 | |
| 2023-09-30 | $1,275 | 9 | Shares | Sole | 2024-04-04 | |
| 2023-06-30 | $1,055 | 9 | Shares | Sole | 2024-04-04 | |
| 2023-03-31 | $1,256 | 9 | Shares | Sole | 2024-04-04 | |
| 2022-12-31 | $1,141 | 9 | Shares | Sole | 2024-04-04 | |
| 2022-09-30 | $961 | 9 | Shares | Sole | 2024-04-04 | |
| 2022-06-30 | $956 | 9 | Shares | Sole | 2024-04-04 | |
| No filing history on record for this holder in this stock. | ||||||